# EDGAR Filing Document

**Accession Number:** 0000889284
**File Stem:** 0001398344-25-011334
**Filing Date:** 2025-6
**Character Count:** 21824
**Document Hash:** 9f2e1f2112fbdd64e3e59d907c6dabb4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001398344-25-011334.hdr.sgml**: 20250605

**ACCESSION NUMBER**: 0001398344-25-011334

**CONFORMED SUBMISSION TYPE**: 497

**PUBLIC DOCUMENT COUNT**: 1

**FILED AS OF DATE**: 20250605

**DATE AS OF CHANGE**: 20250605

**EFFECTIVENESS DATE**: 20250605

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** STERLING CAPITAL FUNDS
- **CENTRAL INDEX KEY:** 0000889284

**ORGANIZATION NAME:**
- **EIN:** 043331055
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 0930

**FILING VALUES:**
- **FORM TYPE:** 497
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 033-49098
- **FILM NUMBER:** 251026386

**BUSINESS ADDRESS:**
- **STREET 1:** 434 FAYETTEVILLE ST
- **STREET 2:** SUITE 500
- **CITY:** RALEIGH
- **STATE:** NC
- **ZIP:** 27601
- **BUSINESS PHONE:** 8002281872

**MAIL ADDRESS:**
- **STREET 1:** 434 FAYETTEVILLE ST
- **STREET 2:** SUITE 500
- **CITY:** RALEIGH
- **STATE:** NC
- **ZIP:** 27601

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** BB&T FUNDS /
- **DATE OF NAME CHANGE:** 20010419

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** BB&T MUTUAL FUNDS GROUP
- **DATE OF NAME CHANGE:** 19920929

## Series and Classes Contracts Data

### STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE EQUITY FUND (Series ID: S000003536)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A CLASS    | BBTGX         | C000009820 |
| C CLASS    | BCVCX         | C000009822 |

---

### STERLING CAPITAL NORTH CAROLINA INTERMEDIATE TAX-FREE FUND (Series ID: S000003541)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A CLASS    | BNCAX         | C000009838 |
| C Shares   | BBNCX         | C000112495 |

---

### STERLING CAPITAL SPECIAL OPPORTUNITIES FUND (Series ID: S000003543)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A CLASS    | BOPAX         | C000009844 |
| C CLASS    | BOPCX         | C000009846 |

---

### STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND (Series ID: S000003545)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A CLASS    | BASCX         | C000009852 |
| C Shares   | BSCCX         | C000112496 |

---

### STERLING CAPITAL SHORT DURATION BOND FUND (Series ID: S000003547)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A CLASS    | BSGAX         | C000009858 |
| C Shares   | BBSCX         | C000112497 |

---

### STERLING CAPITAL TOTAL RETURN BOND FUND (Series ID: S000003549)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A CLASS    | BICAX         | C000009864 |
| C CLASS    | BICCX         | C000009866 |

---

### STERLING CAPITAL VIRGINIA INTERMEDIATE TAX-FREE FUND (Series ID: S000003551)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A CLASS    | BVAAX         | C000009872 |
| C Shares   | BVACX         | C000112498 |

---

### STERLING CAPITAL WEST VIRGINIA INTERMEDIATE TAX-FREE FUND (Series ID: S000003552)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A CLASS    | BWVAX         | C000009874 |
| C Shares   | BWVCX         | C000112499 |

---

### STERLING CAPITAL EQUITY INCOME FUND (Series ID: S000003555)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A CLASS    | BAEIX         | C000009884 |
| C CLASS    | BCEGX         | C000009886 |

---

### STERLING CAPITAL INTERMEDIATE US GOVERNMENT FUND (Series ID: S000003557)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A CLASS    | BGVAX         | C000009891 |
| C CLASS    | BIUCX         | C000009893 |

---

### Sterling Capital Behavioral Small Cap Value Equity Fund (Series ID: S000012930)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| Class A    | SPSAX         | C000084353 |
| Class C    | SPSDX         | C000084355 |

---

### Sterling Capital Long Duration Corporate Bond Fund (Series ID: S000033166)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A Class    | SCCMX         | C000123268 |
| C Class    | SCCNX         | C000123269 |

---

### Sterling Capital Quality Income Fund (Series ID: S000033167)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A Class    | SCSSX         | C000123271 |
| C Class    | SCSTX         | C000123272 |

---

### Sterling Capital Ultra Short Bond Fund (Series ID: S000039047)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A CLASS    | BUSRX         | C000119973 |

---

### Sterling Capital Mid Cap Relative Value Fund (Series ID: S000049655)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A Shares   | STRLX         | C000156996 |
| C Shares   | STRNX         | C000156997 |

---

### Sterling Capital Real Estate Fund (Series ID: S000049656)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A Shares   | STMMX         | C000156999 |
| C Shares   | STMOX         | C000157000 |

---

### Sterling Capital Small Cap Value Fund (Series ID: S000049657)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| A Shares   | STSNX         | C000157002 |
| C Shares   | STSOX         | C000157003 |

---

## Series and Classes Contracts Data

### STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE EQUITY FUND (Series ID: S000003536)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000009820 | A CLASS      | BBTGX           |
| C000009822 | C CLASS      | BCVCX           |

### STERLING CAPITAL NORTH CAROLINA INTERMEDIATE TAX-FREE FUND (Series ID: S000003541)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000009838 | A CLASS      | BNCAX           |
| C000112495 | C Shares     | BBNCX           |

### STERLING CAPITAL SPECIAL OPPORTUNITIES FUND (Series ID: S000003543)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000009844 | A CLASS      | BOPAX           |
| C000009846 | C CLASS      | BOPCX           |

### STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND (Series ID: S000003545)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000009852 | A CLASS      | BASCX           |
| C000112496 | C Shares     | BSCCX           |

### STERLING CAPITAL SHORT DURATION BOND FUND (Series ID: S000003547)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000009858 | A CLASS      | BSGAX           |
| C000112497 | C Shares     | BBSCX           |

### STERLING CAPITAL TOTAL RETURN BOND FUND (Series ID: S000003549)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000009864 | A CLASS      | BICAX           |
| C000009866 | C CLASS      | BICCX           |

### STERLING CAPITAL VIRGINIA INTERMEDIATE TAX-FREE FUND (Series ID: S000003551)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000009872 | A CLASS      | BVAAX           |
| C000112498 | C Shares     | BVACX           |

### STERLING CAPITAL WEST VIRGINIA INTERMEDIATE TAX-FREE FUND (Series ID: S000003552)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000009874 | A CLASS      | BWVAX           |
| C000112499 | C Shares     | BWVCX           |

### STERLING CAPITAL EQUITY INCOME FUND (Series ID: S000003555)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000009884 | A CLASS      | BAEIX           |
| C000009886 | C CLASS      | BCEGX           |

### STERLING CAPITAL INTERMEDIATE US GOVERNMENT FUND (Series ID: S000003557)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000009891 | A CLASS      | BGVAX           |
| C000009893 | C CLASS      | BIUCX           |

### Sterling Capital Behavioral Small Cap Value Equity Fund (Series ID: S000012930)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000084353 | Class A      | SPSAX           |
| C000084355 | Class C      | SPSDX           |

### Sterling Capital Long Duration Corporate Bond Fund (Series ID: S000033166)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000123268 | A Class      | SCCMX           |
| C000123269 | C Class      | SCCNX           |

### Sterling Capital Quality Income Fund (Series ID: S000033167)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000123271 | A Class      | SCSSX           |
| C000123272 | C Class      | SCSTX           |

### Sterling Capital Ultra Short Bond Fund (Series ID: S000039047)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000119973 | A CLASS      | BUSRX           |

### Sterling Capital Mid Cap Relative Value Fund (Series ID: S000049655)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000156996 | A Shares     | STRLX           |
| C000156997 | C Shares     | STRNX           |

### Sterling Capital Real Estate Fund (Series ID: S000049656)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000156999 | A Shares     | STMMX           |
| C000157000 | C Shares     | STMOX           |

### Sterling Capital Small Cap Value Fund (Series ID: S000049657)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000157002 | A Shares     | STSNX           |
| C000157003 | C Shares     | STSOX           |

Filed pursuant to 497(e)

File Nos. 033-49098 and 811-06719

**STERLING CAPITAL FUNDS**

**SUPPLEMENT DATED JUNE 5, 2025**

**TO THE**

**CLASS A AND CLASS C SHARES PROSPECTUS** 

**DATED FEBRUARY 1, 2025, as supplemented**

**This Supplement provides the following amended and supplemental information and supersedes any information to the contrary in the Class A and Class C Shares Prospectus dated February 1, 2025, as supplemented (the "Prospectus"), with respect to the Class A and Class C shares of each series of the Sterling Capital Funds described in the Prospectus.**

**The following information is added at the end of the Appendix of the Prospectus:**

**<u>Edward D. Jones & Co., L.P. ("Edward Jones")</u>**

**<u>Policies Regarding Transactions Through Edward Jones</u>**

*The following information has been provided by Edward Jones:*

The following information supersedes prior information with respect to transactions and positions held in fund shares through an Edward Jones system. Clients of Edward Jones (also referred to as "shareholders") purchasing fund shares on the Edward Jones commission and fee-based platforms are eligible only for the following sales charge discounts (also referred to as "breakpoints") and waivers, which can differ from discounts and waivers described elsewhere in the Sterling Capital Funds prospectus or statement of additional information ("SAI") or through another broker-dealer. In all instances, it is the shareholder's responsibility to inform Edward Jones at the time of purchase of any relationship, holdings of Sterling Capital Funds, or other facts qualifying the purchaser for discounts or waivers. Edward Jones can ask for documentation of such circumstance. Shareholders should contact Edward Jones if they have questions regarding their eligibility for these discounts and waivers.

**Breakpoints**

● Breakpoint pricing, otherwise known as volume pricing, at dollar thresholds as described in the prospectus.

**Rights of Accumulation ("ROA")**

● The applicable sales charge on a purchase of Class A shares is determined by taking into account all share classes (except certain money market funds and any assets held in group retirement plans) of Sterling Capital Funds held by the shareholder or in an account grouped by Edward Jones with other accounts for the purpose of providing certain pricing considerations ("pricing groups"). If grouping assets as a shareholder, this includes all share classes held on the Edward Jones platform and/or held on another platform. The inclusion of eligible fund family assets in the ROA calculation is dependent on the shareholder notifying Edward Jones of such assets at the time of calculation. Money market funds are included only if such shares were sold with a sales charge at the time of purchase or acquired in exchange for shares purchased with a sales charge.

● The employer maintaining a SEP IRA plan and/or SIMPLE IRA plan may elect to establish or change ROA for the IRA accounts associated with the plan to a plan-level grouping as opposed to including all share classes at a shareholder or pricing group level.

● ROA is determined by calculating the higher of cost minus redemptions or market value (current shares x NAV).

**Letter of Intent ("LOI")**

● Through a LOI, shareholders can receive the sales charge and breakpoint discounts for purchases shareholders intend to make over a 13-month period from the date Edward Jones receives the LOI. The LOI is determined by calculating the higher of cost or market value of qualifying holdings at LOI initiation in combination with the value that the shareholder intends to buy over a 13-month period to calculate the front-end sales charge and any breakpoint discounts. Each purchase the shareholder makes during that 13-month period will receive the sales charge and breakpoint discount that applies to the total amount. The inclusion of eligible fund family assets in the LOI calculation is dependent on the shareholder notifying Edward Jones of such assets at the time of calculation. Purchases made before the LOI is received by Edward Jones are not adjusted under the LOI and will not reduce the sales charge previously paid. Sales charges will be adjusted if LOI is not met.

● If the employer maintaining a SEP IRA plan and/or SIMPLE IRA plan has elected to establish or change ROA for the IRA accounts associated with the plan to a plan-level grouping, LOIs will also be at the plan-level and may only be established by the employer.

**Sales Charge Waivers**

Sales charges are waived for the following shareholders and in the following situations:

● Associates of Edward Jones and its affiliates and other accounts in the same pricing group (as determined by Edward Jones under its policies and procedures) as the associate. This waiver will continue for the remainder of the associate's life if the associate retires from Edward Jones in good-standing and remains in good standing pursuant to Edward Jones' policies and procedures.

● Shares purchased in an Edward Jones fee-based program.

● Shares purchased through reinvestment of capital gains distributions and dividend reinvestment.

● Shares purchased from the proceeds of redeemed shares of the same fund family so long as the following conditions are met: the proceeds are from the sale of shares within 60 days of the purchase, the sale and purchase are made from a share class that charges a front load and one of the following ("Right of Reinstatement"):

○ The redemption and repurchase occur in the same account.

○ The redemption proceeds are used to process an: IRA contribution, excess contributions, conversion, recharacterizing of contributions, or distribution, and the repurchase is done in an account within the same Edward Jones grouping for ROA.

The Right of Reinstatement excludes systematic or automatic transactions including, but not limited to, purchases made through payroll deductions, liquidations to cover account fees, and reinvestments from non-mutual fund products.

● Shares exchanged into Class A shares from another share class so long as the exchange is into the same fund and was initiated at the discretion of Edward Jones. Edward Jones is responsible for any remaining CDSC due to the fund company, if applicable. Any future purchases are subject to the applicable sales charge as disclosed in the prospectus.

● Exchanges from Class C shares to Class A shares of the same fund, generally, in the 84<sup>th</sup> month following the anniversary of the purchase date or earlier at the discretion of Edward Jones.

**Contingent Deferred Sales Charge ("CDSC") Waivers**

If the shareholder purchases shares that are subject to a CDSC and those shares are redeemed before the CDSC is expired, the shareholder is responsible to pay the CDSC except in the following conditions:

● The death or disability of the shareholder.

● Systematic withdrawals with up to 10% per year of the account value.

● Return of excess contributions from an Individual Retirement Account (IRA).

● Shares redeemed as part of a required minimum distribution for IRA and retirement accounts if the redemption is taken in or after the year the shareholder reaches qualified age based on applicable IRS regulations.

● Shares redeemed to pay Edward Jones fees or costs in such cases where the transaction is initiated by Edward Jones.

● Shares exchanged in an Edward Jones fee-based program.

● Shares acquired through NAV reinstatement.

● Shares redeemed at the discretion of Edward Jones for Minimums Balances, as described below.

**<u>Other Important Information Regarding Transactions Through Edward Jones</u>**

**Minimum Purchase Amounts**

● Initial purchase minimum: $250

● Subsequent purchase minimum: none

**Minimum Balances**

● Edward Jones has the right to redeem at its discretion fund holdings with a balance of $250 or less. The following are examples of accounts that are not included in this policy:

○ A fee-based account held on an Edward Jones platform

○ A 529 account held on an Edward Jones platform

○ An account with an active systematic investment plan or LOI

**Exchanging Share Classes**

● At any time it deems necessary, Edward Jones has the authority to exchange at NAV a shareholder's holdings in a fund to Class A shares of the same fund.

**<u>Wells Fargo Advisors Financial Network, LLC (collectively, "Wells Fargo Advisors")</u>**

**Wells Fargo Clearing Services, LLC operates a First Clearing business, but these rules are not intended to include First Clearing firms.**

Effective October 1, 2025, Clients of Wells Fargo Advisors purchasing fund shares through Wells Fargo Advisors are eligible for the following sales charge discounts (also referred to as "breakpoints") and waivers, which can differ from discounts and waivers described elsewhere in the Sterling Capital Funds prospectus or statement of additional information ("SAI"). In all instances, it is the investor's responsibility to inform Wells Fargo Advisors at the time of purchase of any relationship, holdings, or other facts qualifying the investor for discounts or waivers. Wells Fargo Advisors can ask for documentation supporting the qualification.

**Wells Fargo Advisors Class A share front-end sales charge waivers information.**

Wells Fargo Advisors clients purchasing or converting to Class A shares of the fund in a Wells Fargo Advisors brokerage account are entitled to a waiver of the front-end load in the following circumstances:

● Wells Fargo Advisors employee and employee-related accounts according to Wells Fargo Advisor's employee account linking rules. Legacy accounts and positions receiving affiliate discounts prior to the effective date will continue to receive discounts. Going forward employees of affiliate businesses will not be offered NAV.

● Shares purchased through reinvestment of dividends and capital gains distributions when purchasing shares of the same fund.

WellsTrade, the firm's online self-directed brokerage account, generally offers no-load share classes but there could be instances where a Class A share is offered without a front-end sales charge.

**Wells Fargo Advisors Class 529-A share front-end sales charge waivers information.**

Wells Fargo Advisors clients purchasing or converting to Class 529-A shares of the fund through Wells Fargo Advisors transactional brokerage accounts are entitled to a waiver of the front-end load in the following circumstances:

● Shares purchased through a rollover from another 529 plan.

● Recontribution(s) of distributed funds are only allowed during the NAV reinstatement period as dictated by the sponsor's specifications outlined by the plan.

Wells Fargo Advisors is not able to apply the NAV Reinstatement privilege for 529 Plan account purchases placed directly at the fund company. Investors wishing to utilize this privilege outside of Wells Fargo systems will need to do so directly with the Plan or a financial intermediary that supports this feature.

Unless specifically described above, other front-end load waivers are not available on mutual fund purchases through Wells Fargo Advisors.

**Wells Fargo Advisors Contingent Deferred Sales Charge information.**

● Contingent deferred sales charges (CDSC) imposed on fund redemptions will not be rebated based on future purchases.

**Wells Fargo Advisors Class A front-end load discounts**

Wells Fargo Advisors Clients purchasing Class A shares of the fund through Wells Fargo Advisors brokerage accounts will follow the following aggregation rules for breakpoint discounts:

● As of the effective date, SEP or SIMPLE IRAs will not be aggregated as a group plan. They will aggregate with the client's personal accounts based on Social Security Number. Previously established SEP and SIMPLE IRAs may still be aggregated as a group plan.

● Effective October 1, 2025, Employer-sponsored retirement plan (e.g., 401(k) plans, 457 plans, employer-sponsored 403(b) plans, profit sharing and money purchase pension plans and defined benefit plans). For purposes of this provision, employer-sponsored retirement plans do not include SEP IRAs, SIMPLE IRAs, SAR-SEPs or Keogh plans.

● Gift of shares will not be considered when determining breakpoint discounts

SHAREHOLDERS SHOULD RETAIN THIS SUPPLEMENT

WITH THE PROSPECTUS FOR FUTURE REFERENCE.

STAT-SUP-06052025