Sterling Capital Ultra Short Bond Fund
Charlotte, North Carolinasterlingcapital.com
Overview
A mutual fund that seeks to provide current income and competitive total return. Under normal circumstances, the fund invests at least 80% of its net assets in fixed-income securities (bonds). It maintains an average duration of 18 months or less and invests in a variety of securities including U.S. government and agency securities, corporate debt, and asset-backed and mortgage-backed securities. The fund may invest up to 10% of its assets in below-investment-grade bonds, also known as 'junk bonds'.
Portfolio Companies
1
Website
sterlingcapital.comInvestments
| Company | Date | Stage | Lead |
|---|---|---|---|
| GreatAmerica Financial Services | Oct 2021 | Debt | Co-investor |
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.