Sterling Capital Equity Income FundBEGIX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$628.6M
Expense ratio
0.82%
1-year return
-0.2%
3 years, a year
+6.1%
5 years, a year
+6.4%
Holdings
33
What it aims to do.
The Fund seeks capital growth and current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| WM Waste Management, Inc. | 4.68% |
| LIN Linde PLC | 4.58% |
| SO Southern Co. | 4.23% |
| MSI Motorola Solutions Inc | 4.22% |
| ADI Analog Devices Inc. | 4.22% |
| SCHW The Charles Schwab Corporation | 4.16% |
| JPM JPMorgan Chase & Co. | 3.99% |
| AMP Ameriprise Financial, Inc. | 3.79% |
| FERG Ferguson Enterprises Inc | 3.72% |
| ETN Eaton Corporation PLC | 3.69% |
More on BEGIX.
- BEGIX overview
- BEGIX holdings
- BEGIX risk
- BEGIX costs
- BEGIX money in and out
- BEGIX share classes
- Compare BEGIX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.