Sterling Capital Equity Income Fund Class C (BCEGX)

Overview

The fund operates in the financial sector, focusing primarily on investment in equity securities. It aims to generate returns for its investors by investing a significant portion of its assets in dividend-paying equity securities. The fund places a strong emphasis on stocks of companies with a proven track record of increasing dividends, reflecting a prudent investment strategy aimed at both growth and income stability. Furthermore, the fund’s portfolio includes investments in U.S. traded common stocks of foreign companies, broadening its diversification and potential market exposure. The strategy to invest at least 80% of its net assets plus borrowings underscores the fund’s committed approach to its core investment philosophy.

Products and Services

• Equity Securities Investment

  This service focuses on the acquisition of equity securities, particularly those that offer dividends. By allocating a majority of its resources to this area, the fund seeks to capitalize on the growth potential of dividend-paying companies, aiming to provide investors with a balance of income and long-term capital appreciation.

• Dividend-paying Common Stocks

  The fund specifically invests in common stocks of companies that not only pay dividends but also have a history of increasing those dividends. This strategy is designed to attract investors interested in steady income streams coupled with the potential for stock price appreciation as companies grow and increase their dividends.

• U.S. traded Common Stocks of Foreign Companies

  Understanding the importance of diversification, the fund includes U.S. traded common stocks of foreign companies in its portfolio. This includes investments in American Depositary Receipts (ADRs), offering fund investors exposure to foreign markets and the potential for higher growth rates compared to domestic markets. This strategy enhances the fund’s global reach and provides a broader base for potential returns.