SCCMX — Sterling Capital Long Duration Corporate Bond Fund
Data updated: 2026-05-28
SCCMX — Sterling Capital Long Duration Corporate Bond Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Long Corporate Bond · $55.82M AUM · 0.94% expense ratio · -19.4% 1-yr return. From SEC regulatory filings.
SCCMX Fund Overview
SCCMX — Sterling Capital Long Duration Corporate Bond Fund is a US mutual fund managed by Sterling Capital Funds, categorised as Long Corporate Bond. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Sterling Capital Funds
- Category: Long Corporate Bond
- Assets under management: $55.82M
- 1-year return: -19.4%
- Ticker: SCCMX
- SEC CIK: 0000889284
- SEC series ID: S000033166
- Share class ID: C000123268
SCCMX Holdings
Top 10 holdings of Sterling Capital Long Duration Corporate Bond Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| United States Treasury Bonds | 2.38% |
| Money Market Obligations Trust | 1.62% |
| Boeing Co. | 1.04% |
| Charter Communications Operating, LLC/Charter Communications Operating Capital Corp. | 0.88% |
| Wells Fargo & Co. | 0.84% |
| Athene Holding Ltd | 0.82% |
| Xcel Energy Inc | 0.81% |
| RTX Corp. | 0.78% |
| Anheuser-Busch InBev Worldwide Inc. | 0.77% |
| Bank of America Corp. | 0.76% |
SCCMX Portfolio Allocation
Asset-class allocation of Sterling Capital Long Duration Corporate Bond Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Fixed Income | 98.0% |
| Cash & Equivalents | 1.6% |
| Securitized | 0.3% |
SCCMX Performance
Total returns for SCCMX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | -7.1% |
| 1 year | -19.4% |
| 3 years (annualised) | -11.1% |
| 5 years (annualised) | -10.6% |
SCCMX Risk Information
Risk metrics for SCCMX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 6.0%
SCCMX Costs and Fees
SCCMX costs about $94 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.94%
- Gross expense ratio: 0.82%
- Portfolio turnover: 53%
- Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)
SCCMX Cashflows
Over the 12 months to 2026-03, Sterling Capital Long Duration Corporate Bond Fund had net inflows of $10.36M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-03 | $199.89K |
| 2026-02 | $5.28M |
| 2026-01 | $2.14M |
| 2025-12 | $204.80K |
| 2025-11 | $210.68K |
| 2025-10 | $197.41K |
SCCMX Debt Constituents
Largest debt holdings of Sterling Capital Long Duration Corporate Bond Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Debt holding | % of net assets |
|---|---|
| United States Treasury Bonds | 2.38% |
| Boeing Co. | 1.04% |
| Charter Communications Operating, LLC/Charter Communications Operating Capital Corp. | 0.88% |
| Wells Fargo & Co. | 0.84% |
| Athene Holding Ltd | 0.82% |
| Xcel Energy Inc | 0.81% |
| RTX Corp. | 0.78% |
| Anheuser-Busch InBev Worldwide Inc. | 0.77% |
| Bank of America Corp. | 0.76% |
| AT&T Inc | 0.73% |
SCCMX Prospectus and SEC Filings
Official Sterling Capital Long Duration Corporate Bond Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other Long Corporate Bond funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.