Sterling Capital
ETFs
Sterling Capital Fixed Income ETFs
Managing risk is managing returns. Discover Sterling Capital's actively-managed fixed income ETFs.
SCEP
Hedged Equity Premium Income ETF
Seeks to generate premium income using AI capabilities.
The Fund is distributed by Sterling Capital Distributors LLC.
Mutual Funds
Small Cap Value Fund (STSCX)
Morningstar Rating™
Based on risk-adjusted returns. Based on risk-adjusted STSCX returns among 580 funds as of 03.31.2026.
Mutual Funds
Total Return Bond Fund (BIBTX)
4 Star Morningstar Rating
Morningstar Rating™
Based on risk-adjusted returns. Overall rating out of 417 Morningstar Intermediate-Term Bond funds as of 03.31.2026.
Morningstar Rating™
Based on risk-adjusted returns. Overall rating out of 421 Morningstar Intermediate Core Bond funds as of 09.30.2026.
Sterling Capital
Insights & Research
Your centralized source for timely insights, opinions, research and education.
Sterling Capital
Investments
Mutual Funds
Sterling Capital Funds span a variety of asset classes. They each have different strategies, features, terms, fees and risk factors.
ETFs
Through our Sterling Capital Active ETFs, we strive to help clients achieve their goals by providing actively-managed portfolios focused on long-term capital appreciation with an emphasis on risk management.
SMAs
Separately Managed Accounts give you diversification like mutual funds - you own the securities as opposed to a single fund.
Fixed Income
We strive to deliver consistent, superior risk-adjusted performance through a multi-faceted approach to investing.
Advisory Solutions
Sterling Capital's Advisory Solutions Team provides customized multi-asset class models for financial professionals and institutional clients.
i3 InvestmentsTM
IntelligenceCubed: AI x Human x Innovation
11.04.2026 • Whitney Stewart, CFA®
Strong Earnings Growth and Attractive Seasonality May Favor Equity Overweight
Despite the uncertainty of the Federal Reserve raising rates, the ongoing U.S.-Iran conflict, elevated inflation, and midterm elections, Sterling Capital believes the resilience of corporate earnings, favorable seasonality, and reasonable valuations may allow U.S. equities to look through these concerns and continue advancing into 2027.
11.02.2026 • Peter Brown, CFA®
BNN Interview: U.S. Fed minutes show all 19 officials supported September rate hike
(BNN interview) Pete Brown, managing director of Sterling Capital, joins BNN Bloomberg to provide a wrap on the markets.
11.02.2026 • Peter Brown, CFA®
BNN Interview: 'We're looking to take risk where we see that you're best being compensated for it'
(BNN interview) Pete Brown, managing director and head of investment grade credit at Sterling Capital, joins BNN Bloomberg to discuss the impact of the U.S. Fed's rate hike.
10.29.2026 • Gregory Zage, CFA®
The Sterling Capital VAULT: An Update on FOMC Dissenting Votes: Warsh Edition
The Fixed Income team's update on an Update on FOMC Dissenting Votes - Warsh Edition
10.23.2026 • Peter Brown, CFA®
The Sterling Capital VAULT: The 2026 U.S. Midterm Elections & Fixed Income Market
The Fixed Income team's update on the 2026 U.S. midterm elections and fixed income market.
10.13.2026 • Charles Wittmann, CFA®
The late 1970s was the last time U.S. 10- and 30-year Treasury yields rose meaningfully at the same time. Then, as now, rising oil prices and inflation worries pushed rates higher. We looked back at that period for lessons for which kinds of dividend stocks and sectors differentiated themselves. We make observations regarding dividend yield dynamics and impact on sector performance.
