BSGAX Mutual Fund

BSGAX Mutual Fund (Sterling Capital Short Duration Bond Fund Cl A) is managed by Sterling Capital Funds with $3.2M in net assets. BSGAX expense ratio is 0.80%, holding 137 positions across sectors including Financials, Utilities, Industrials. Inception date: 1992-11-30.

BSGAX performance shows a YTD return of 0.36%. The 1-year return is 4.64% and the 5-year return is 2.47%. BSGAX dividend yield stands at 4.51%, paid monthly.

BSGAX top holdings include United States Treasuryu.S. Treasury Notes 07/31/2028 (1.9%), Hertz Vehicle Ficing Iii Lp Series 2021-2A Cl. A 1.68% 12/27/2027 (1.4%), Drslf 2017-53A Br (1.4%), Amcar 2022-2 C 5.32% 03/18/26 (1.4%), Morgan Stanley 0.05652 2028-04-13 (1.3%). Go to all BSGAX holdings, BSGAX sectors, or BSGAX dividends.

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