BEGIX Mutual Fund

BEGIX Mutual Fund (Sterling Capital Equity Income Fund Institutional Class) is managed by Sterling Capital Funds with $254.5M in net assets. BEGIX expense ratio is 0.82%, holding 33 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2004-06-30.

BEGIX performance shows a YTD return of 8.99%. The 1-year return is 9.75% and the 5-year return is 6.56%. BEGIX dividend yield stands at 25.16%, paid quarterly.

BEGIX top holdings include Philip Morris International Inc. (4.4%), Jpmorgan Chase (4.4%), Schwab Strategic T (4.3%), Ameriprise Financial Inc (4.3%), Waste Mgmt (4.2%). Go to all BEGIX holdings, BEGIX sectors, or BEGIX dividends.

BEGIX can be compared against other funds. Use BEGIX overlap to find shared positions, or BEGIX vs another fund for a side-by-side view. BEGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.