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Sterling Capital Quality Income Fund Institutional Shares (0P0000TKMC)

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8.860 -0.030    -0.34%
28/06 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 89.94M
Type:  Fund
Market:  United States
Issuer:  Sterling Capital Funds
Asset Class:  Bond
Sterling Capital Securitized Opportunities Fund In 8.860 -0.030 -0.34%

0P0000TKMC Overview

 
On this page you'll find an in-depth profile of Sterling Capital Quality Income Fund Institutional Shares. Learn about the key management, total assets, investment strategy and contact information of 0P0000TKMC among other information.
Category

Intermediate-Term Bond

Total Assets

89.94M

Expenses

0.58%

Inception Date

Jun 30, 2011

Investment Strategy

The investment seeks to maximize total return. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in a diversified portfolio of securitized obligations of any kind (including asset-backed securities, commercial mortgage-backed securities and collateralized mortgage obligations). It will invest in securities that are investment grade (i.e., rated at the time of purchase in one of the four highest rating categories by a nationally recognized statistical rating organization, or determined by the portfolio manager to be of comparable quality).

Contact Information

Address 5th Floor,P.O. Box 9762
Providence,RI 02940-9762
United States
Phone 800-228-1872

Top Executives

Name Title Since Until
Byron G Mims Director 2016 Now
Biography Byron G. Mims, CFA, is a Director and Portfolio Manager for Sterling Capital. He has been with Sterling Capital and its predecessors since 2012 and has investment experience since 2006. Prior to joining Sterling Capital, he worked for Smith Breeden Associates as a Vice President on the asset-backed securities team and was primarily responsible for non-agency mortgage-backed securities and also consumer asset-backed securities. Mr. Mims is a summa cum laude graduate of North Carolina State University where he received his B.S. in Economics with a concentration in Finance and was recognized as valedictorian. He is a CFA charterholder.
Jeffrey D Ormsby Director 2016 Now
Biography Jeffrey D. Ormsby, CFA, is a Director and Portfolio Manager in the mortgage and structured product area for Sterling Capital. He has been with Sterling Capital and its predecessors since 2011 and has investment experience since 2006. Prior to joining Sterling, he worked for Smith Breeden Associates as a CMBS trader and portfolio management analyst within their investments group. Mr. Ormsby is a summa cum laude graduate of North Carolina State University where he received his B.S. in Economics and was recognized as Valedictorian. He received his M.B.A. from UNC’s Kenan-Flagler Business School, where he was the Norman Block Valedictorian Award recipient. He is a CFA charterholder.
Michael Z. Sun Analyst 2014 Now
Biography Michael Z. Sun, CFA®, Executive Director, joined Sterling Capital Management in 2009 and has investment experience since 1998. Michael is a fixed income portfolio manager responsible for the fixed income structured products. Prior to joining Sterling, he served as vice president, portfolio manager/senior research analyst for Evergreen Investments. Michael received his B.S. in Geography from Nanjing University, his M.S. in Urban and Regional Study from Beijing University and his M.A. in Economics from Bowling Green State University. He holds the Chartered Financial Analyst® designation.
Mark M. Montgomery Senior Managing Director 2011 2016
Biography Mark M. Montgomery, CFA®, Senior Managing Director, joined Sterling Capital Management in 1997and has investment experience since 1990. Mark is a chief investment officer and head of fixed income. Prior to joining Sterling, he held a number of positions at The Vanguard group. He began his fixed income career working on Vanguard’s taxable index bond team and later joined the municipal group working with their long-term and high-yield portfolio management team. Mark received his B.S. in Marketing with a minor in Public Administration from West Chester University and his M.B.A with a concentration in Investment Management from Drexel University. He holds the Chartered Financial Analyst® designation.
Richard T. LaCoff Senior Managing Director 2011 2016
Biography Mr. LaCoff is a Senior Managing Director. Mr. LaCoff joined the Sterling Capital Management LLC in 2007 and is a Senior Fixed Income Portfolio Manager and head of Sterling Capital’s Fixed Income Trading and Analytics. He has investment experience since 1991. Prior to joining Sterling Capital, he worked for RiverSource Investments as a Senior Portfolio Manager. Prior to RiverSource, he developed domestic as well as international fixed experience during his nine year tenure with Payden & Rygel Investment Counsel. During that time he held a number of positions that included Global Bond Strategist, Head of Global Non-Dollar Investment Grade Credit Strategy, and Head of Municipal Bond Strategy and Trading. Additionally, he managed taxable and tax exempt portfolios at Vanguard Group. Mr. LaCoff is a magna cum laude graduate of Villanova University where he received his B.S. in Business Administration and holds an M.S. in Finance from Drexel University.
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