Sterling Capital Equity Income Fund Institutional Shares

Frequently Asked Questions About BEGIX

What does BEGIX invest in?

The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities. It invests, under normal market conditions, primarily in dividend-paying equity securities, in particular common stocks of companies with a history of increasing dividends. The fund may also invest in U.S. traded common stocks of foreign companies, including American Depositary Receipts.

What is the expense ratio of BEGIX?

Sterling Capital Equity Income Fund Institutional Shares (BEGIX) charges an expense ratio of 0.82%. This is the annual fee deducted from fund assets to cover management and operations.

How big is BEGIX?

Sterling Capital Equity Income Fund Institutional Shares (BEGIX) manages $538.5M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is BEGIX actively managed or an index fund?

BEGIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was BEGIX launched?

Sterling Capital Equity Income Fund Institutional Shares (BEGIX) launched in July 2004 and is managed by the fund issuer.

How has BEGIX performed?

BEGIX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.