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22nd January 2016

Sterling Capital Funds Rank at Top of Lipper Peers

Twelve separate Sterling Capital Funds, representing over 70 percent of the funds’ assets under management in the Sterling Capital Fund family, finished in the top one-third of their peer group for the 10 years ended December 31, 2015.The Sterling Capital Special Opportunities Fund (BOPIX) finished number one in the Lipper Multi-Cap Core category for 2015 and the Sterling Capital Total Return Bond Fund (BIBTX) finished in the top quartile for 1, 3, 5, and 10-years.Lipper is a Thomson Reuters subsidiary and currently provides information and analysis of over 117,000 mutual funds, globally. Lipper Classification Methodology is holdings-based,with data taken as of six points in time – the current observation, as well as the past five semi-FiscalYear-End dates.More emphasis (40 percent weight) is assigned to the current observation, decreasing down to a 7 percent weight for the oldest date analyzed. A Lipper universe benchmark compares the performance of a portfolio versus similarly managed products available in the marketplace (similar- as defined by Lipper). These universes represent the opportunity set for a prospective investor in a particular investment style.

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Sterling Capital Funds Rank at Top of Lipper Peers


Twelve separate Sterling Capital Funds, representing over 70 percent of the funds’ assets under management in the Sterling Capital Fund family, finished in the top one-third of their peer group for the 10 years ended December 31, 2015.

The Sterling Capital Special Opportunities Fund (BOPIX) finished number one in the Lipper Multi-Cap Core category for 2015 and the Sterling Capital Total Return Bond Fund (BIBTX) finished in the top quartile for 1, 3, 5, and 10-years.

Lipper is a Thomson Reuters subsidiary and currently provides information and analysis of over 117,000 mutual funds, globally. Lipper Classification Methodology is holdings-based,with data taken as of six points in time – the current observation, as well as the past five semi-FiscalYear-End dates.

More emphasis (40 percent weight) is assigned to the current observation, decreasing down to a 7 percent weight for the oldest date analyzed. A Lipper universe benchmark compares the performance of a portfolio versus similarly managed products available in the marketplace (similar- as defined by Lipper). These universes represent the opportunity set for a prospective investor in a particular investment style.


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