- 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.
- What is BEGIX's dividend yield?
- BEGIX's trailing-twelve-month yield is 25.16%, calculated from the sum of dividends over the past year divided by the current price.
- How big is BEGIX?
- Sterling Capital Equity Income Fund Institutional Shares (BEGIX) manages $578.9M 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.