Sterling Capital Equity Income Fund Institutional Class (BEGIX) Research
This fund primarily allocates its capital, dedicating a minimum of 80% of its net assets and borrowed funds, to equity holdings. Its core strategy, under typical market conditions, involves investing predominantly in dividend-paying equity securities. A particular emphasis is placed on common stocks of companies that have a demonstrated history of increasing their dividend payouts. Furthermore, the fund has the discretion to include common stocks of foreign companies that are traded on U.S. exchanges, which encompasses instruments like American Depositary Receipts (ADRs).
Market snapshot
- Symbol
- BEGIX
- Price
- $18.07
- Day change
- +0.17%
- Market cap
- $571.9M
- 52-week range
- 16.95-22.62
- 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 Class A (BAEIX)
- Meeder Muirfield Retail (FLMFX)
- BlackRock Mid-Cap Value Fund Investor A Shares (MDRFX)
- 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 Institutional Class (BEGIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.