Below are the funds available and their minimum investment amounts. If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.
| Fund | Settlement Date | Taxable Initial | Taxable Subsequent | Non-Taxable Initial | Non-Taxable Subsequent |
| STERLING CAPITAL SC INTERM TF A (BASCX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL INTERM US GOVT INST (BBGVX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL BEHAVIORAL LG CAP VAL E (BBISX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL NC INTERM TF INST (BBNTX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL SHORT DUR BD INST (BBSGX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL BEHAVIORAL LG CAP VAL E (BBTGX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL INTERM US GOVT A (BGVAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL TOTAL RETURN BD INST FD (BIBTX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL TOTAL RETURN BOND FD CL (BICAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL NC INTERMEDIATE TAX FRE (BNCAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL SPECIAL OPPORTUNITIES I (BOPIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL SC INTERM TF INST (BSCIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL SHORT DUR BD A (BSGAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL ULTRA SHORT BD INST (BUSIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL ULTRA SHORT BD A (BUSRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL VA INTERM TF A (BVAAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL VA INTERM TF INST (BVATX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL WV INTER TAX FREE A (BWVAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL MID VALUE FD CL A (OVEAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL MID VALUE INST FD (OVEIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL WV INTERM TF INST (OWVAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL BEHAVIORAL INTL EQTY A (SBIAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL BEHAVIORAL INTL EQTY IN (SBIIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL CORP A (SCCMX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL CORP INST (SCCPX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL QUALITY INCOME FD CL I (SCSPX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL QUALITY INCOME FD CL A (SCSSX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL BEHAVIORAL SM CAP VAL E (SPSAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL BEHAVIORAL SM CAP VAL E (SPSCX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL STRATTON REAL ESTATE A (STMMX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| STERLING CAPITAL STRATTON SM CAP VALUE A (STSNX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.