Sterling Capital Special Opportunities Fund Institutional Shares
BOPIX
NASDAQ
| Weiss Ratings | BOPIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | BOPIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Sterling Capital Funds | |||
| Manager/Tenure (Years) | Daniel A Morrall (4), James L. Curtis (2) | |||
| Website | http://www.sterlingcapitalfunds.com | |||
| Fund Information | BOPIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Sterling Capital Special Opportunities Fund Institutional Shares | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jun 02, 2003 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BOPIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | BOPIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.80% | |||
| Asset Allocation | BOPIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 4.40% | |||
| Stock | 95.60% | |||
| U.S. Stock | 89.53% | |||
| Non-U.S. Stock | 6.07% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | BOPIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.94% | |||
| 30-Day Total Return | 6.33% | |||
| 60-Day Total Return | 2.96% | |||
| 90-Day Total Return | 5.28% | |||
| Year to Date Total Return | 14.54% | |||
| 1-Year Total Return | 11.80% | |||
| 2-Year Total Return | 38.61% | |||
| 3-Year Total Return | 73.66% | |||
| 5-Year Total Return | 77.08% | |||
| Price | BOPIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | BOPIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | -- | |||
| 1-Month Low NAV | $25.90 | |||
| 1-Month High NAV | $31.65 | |||
| 52-Week Low NAV | $22.93 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $31.65 | |||
| 52-Week High Price (Date) | Dec 05, 2025 | |||
| Beta / Standard Deviation | BOPIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.04 | |||
| Standard Deviation | 14.48 | |||
| Balance Sheet | BOPIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 387.01M | |||
| Operating Ratios | BOPIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.86% | |||
| Turnover Ratio | 41.68% | |||
| Performance | BOPIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 21.17% | |||
| Last Bear Market Total Return | -16.98% | |||