# EDGAR Filing Document

**Accession Number:** 0000889284
**File Stem:** 0001398344-25-021378
**Filing Date:** 2025-11
**Character Count:** 8545
**Document Hash:** 1d6342f24ef6f3537f4ef464ac331b3e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001398344-25-021378.hdr.sgml**: 20251128

**ACCESSION NUMBER**: 0001398344-25-021378

**CONFORMED SUBMISSION TYPE**: 497

**PUBLIC DOCUMENT COUNT**: 1

**FILED AS OF DATE**: 20251128

**DATE AS OF CHANGE**: 20251128

**EFFECTIVENESS DATE**: 20251128

**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:** 251535873

**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 NORTH CAROLINA INTERMEDIATE TAX-FREE FUND (Series ID: S000003541)

---

|  |  |  |
|:---|:---|:---|
| Class Name          | Ticker Symbol | Class ID   |
| INSTITUTIONAL CLASS | BBNTX         | C000009837 |
| A CLASS             | BNCAX         | C000009838 |
| C Shares            | BBNCX         | C000112495 |

---

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

---

|  |  |  |
|:---|:---|:---|
| Class Name          | Ticker Symbol | Class ID   |
| INSTITUTIONAL CLASS | BSCIX         | C000009851 |
| A CLASS             | BASCX         | C000009852 |
| C Shares            | BSCCX         | C000112496 |

---

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

---

|  |  |  |
|:---|:---|:---|
| Class Name          | Ticker Symbol | Class ID   |
| INSTITUTIONAL CLASS | BVATX         | C000009871 |
| 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   |
| INSTITUTIONAL CLASS | OWVAX         | C000009873 |
| A CLASS             | BWVAX         | C000009874 |
| C Shares            | BWVCX         | C000112499 |

---

## Series and Classes Contracts Data

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

| Class ID   | Class Name          | Ticker Symbol   |
|:---|:---|:---|
| C000009837 | INSTITUTIONAL CLASS | BBNTX           |
| C000009838 | A CLASS             | BNCAX           |
| C000112495 | C Shares            | BBNCX           |

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

| Class ID   | Class Name          | Ticker Symbol   |
|:---|:---|:---|
| C000009851 | INSTITUTIONAL CLASS | BSCIX           |
| C000009852 | A CLASS             | BASCX           |
| C000112496 | C Shares            | BSCCX           |

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

| Class ID   | Class Name          | Ticker Symbol   |
|:---|:---|:---|
| C000009871 | INSTITUTIONAL CLASS | BVATX           |
| 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   |
|:---|:---|:---|
| C000009873 | INSTITUTIONAL CLASS | OWVAX           |
| C000009874 | A CLASS             | BWVAX           |
| C000112499 | C Shares            | BWVCX           |

**STERLING CAPITAL FUNDS**

**SUPPLEMENT DATED NOVEMBER 29, 2025 TO THE**

**CLASS A AND CLASS C SHARES PROSPECTUS, THE**

**INSTITUTIONAL, CLASS R AND CLASS R6 SHARES PROSPECTUS, AND THE STATEMENT OF ADDITIONAL INFORMATION**

**each 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, the Institutional, Class R and Class R6 Shares Prospectus, and the Statement of Additional Information, each dated February 1, 2025 (collectively, the "Prospectuses"), with respect to Sterling Capital North Carolina Intermediate Tax-Free Fund, Sterling Capital South Carolina Intermediate Tax-Free Fund, Virginia Intermediate Tax-Free Fund, and West Virginia Intermediate Tax-Free Fund (collectively, the "Tax-Free Bond Funds"):**

Effective immediately, Michael P. McVicker, currently Associate Portfolio Manager of the Tax-Free Bond Funds, and Mark Merullo are appointed as Co-Portfolio Managers of the Tax-Free Bond Funds. In addition, it is anticipated that Robert Millikan will retire from Sterling Capital Management LLC on or about February 2, 2026, and will cease to serve as Co- Portfolio Manager on or about January 31, 2026.

Accordingly, the "Management—Portfolio Managers" section in the Prospectuses with respect to the Tax-Free Bond Funds is hereby deleted and replaced with the following:

**Portfolio Managers**

Robert Millikan, CFA

Executive Director of Sterling Capital and Co-Portfolio Manager

Since February 2000

Michael P. McVicker

Executive Director of Sterling Capital and Co-Portfolio Manager

Since November 2025

(formerly Associate Portfolio Manager from February 2016 – November 2025)

Mark Merullo

Director and Co-Portfolio Manager

Since November 2025

The following replaces the description of the Portfolio Managers set forth under "Fund Management—Portfolio Managers" in the Prospectuses with respect to the Tax-Free Bond Funds:

Robert F. Millikan, CFA®, Executive Director, joined BB&T Asset Management in 2000 and Sterling Capital through merger in October 2010. He has investment experience since 1990 and joined the team that manages each of the Tax-Free Bond Funds in February 2000. He is a graduate of Wake Forest University where he received his B.A. in Economics. He holds the Chartered Financial Analyst® designation.

Michael P. McVicker, Executive Director, joined Sterling Capital in 1992 and has investment experience since 1992. He has been co-portfolio manager for each of the Tax-Free Bond Funds since November 2025 and was associate portfolio manager from February 2016 to November 2025. Michael is a graduate of the University of North Carolina – Charlotte where he received his B.S.B.A. in Finance with a minor in Psychology.

Mark Merullo, Director, joined Sterling Capital in 2015 and has investment experience since 2010. He has been co- portfolio manager of the Tax-Free Bond Funds since November 2025. Mark received his B.S. in Recreation, Sport and Wellness from Gordon College.

The following information is added to the table in the section entitled "PORTFOLIO MANAGERS – NUMBER OF OTHER ACCOUNTS MANAGED AND ASSETS BY ACCOUNT TYPE AS OF SEPTEMBER 30, 2024" in the Statement of Additional Information:

---

| | | | |
|:---|:---|:---|:---|
| <br> **PORTFOLIO MANAGER** | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;**OTHER REGISTERED INVESTMENT COMPANIES** | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;**OTHER POOLED INVESTMENT VEHICLES** | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; **OTHER <br> ACCOUNTS** |
| Mark Merullo (As of September 30, 2025) | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Number: 0 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Number: 0 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Number: 80 |
|  | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Assets: N/A | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Assets: N/A | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Assets: $1.89 Billion |

---

The following information is added to the table in the section entitled "SECURITIES OWNERSHIP" in the Statement of Additional Information:

---

| | |
|:---|:---|
| **NAME OF PORTFOLIO MANAGER** | **DOLLAR RANGE OF EQUITY SECURITIES IN**<br> **EACH FUND** |
| Mark Merullo (As of September 30, 2025) | **North Carolina Intermediate Tax-Free Fund: None**<br> **South Carolina Intermediate Tax-Free Fund: None**<br> **Virginia Intermediate Tax-Free Fund: None**<br> **West Virginia Intermediate Tax-Free Fund: None** |

---

SHAREHOLDERS SHOULD RETAIN THIS SUPPLEMENT

WITH THE PROSPECTUSES FOR FUTURE REFERENCE.

PRO/SAI-SUPP-1125