Sterling Capital Equity Income Fund Class A (BAEIX) Research

The Sterling Capital Equity Income Fund Class A aims to achieve both capital appreciation and consistent income. Its investment strategy typically involves committing a substantial portion – at least 80% of its combined net assets and borrowed funds – to equity securities. Under usual market circumstances, the fund primarily targets income-generating stocks. It places a particular emphasis on common stocks issued by companies that have demonstrated a consistent record of boosting their dividend payouts over time. Furthermore, the portfolio has the flexibility to include U.S.-listed ordinary shares of international companies, which encompasses American Depositary Receipts.

Market snapshot

Symbol
BAEIX
Price
$17.94
Day change
+0.11%
Market cap
$577.9M
52-week range
16.83-22.5
Sector
Financial Services
Industry
Asset Management - Income

Peer companies

  • American Beacon The London Company Income Equity Fund Investor Class (ABCVX)
  • Sterling Capital Equity Income Fund Institutional Class (BEGIX)
  • Meeder Muirfield Retail (FLMFX)
  • William Blair Small Cap Value Fund Class I (ICSCX)
  • Putnam Income Fund Class A (PINCX)
  • FPA Queens Road Small Cap Value Inv (QRSVX)
  • Schwab MarketTrack All Equity (SWEGX)
  • Touchstone Global ESG Equity Fund - Class A (TEQAX)

Open Sterling Capital Equity Income Fund Class A (BAEIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.