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Sterling Capital Special Opps Inst (BOPIX)

24.63
-1.23
(-4.76%)
At close: 8:00:07 PM EDT
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  • Previous Close 25.86
  • YTD Return -2.13%
  • Expense Ratio 0.86%
  • Category Large Blend
  • Last Cap Gain 56.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 409.37M
  • Beta (5Y Monthly) 1.04
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 41.68%
  • Last Dividend 0.04
  • Inception Date Jun 2, 2003

The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities. It primarily invests in domestically traded U.S. common stocks and U.S. traded equity stocks of foreign companies, including ADRs. The fund uses a multi-style approach, meaning that it not only invests across different capitalization levels but may target both value- and growth-oriented companies.

Sterling Capital Funds

Fund Family

Large Blend

Fund Category

409.37M

Net Assets

2003-06-02

Inception Date

Performance Overview: BOPIX

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Trailing returns as of 4/2/2025. Category is Large Blend.

YTD Return

BOPIX
2.13%
Category
5.31%
 

1-Year Return

BOPIX
12.99%
Category
20.31%
 

3-Year Return

BOPIX
8.82%
Category
6.48%
 

5-Year Return

BOPIX
13.70%
Category
11.78%
 

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Holdings: BOPIX

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Sector Weightings

SectorBOPIX
Technology   34.10%
Healthcare   16.32%
Industrials   6.57%
Energy   3.92%
Real Estate   2.17%
Utilities   0.00%

Recent News: BOPIX

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Research Reports: BOPIX

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