Sterling Capital Special Opportunities Fund Institutional Shares
BOPIX
NASDAQ
| Weiss Ratings | BOPIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | BOPIX-NASDAQ | Click to Compare |
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| 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 |
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| 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 |
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| Dividend Yield | 0.00% | |||
| Dividend | BOPIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.77% | |||
| Asset Allocation | BOPIX-NASDAQ | Click to Compare |
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| Cash | 0.85% | |||
| Stock | 99.15% | |||
| U.S. Stock | 93.06% | |||
| Non-U.S. Stock | 6.09% | |||
| 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 |
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| 7-Day Total Return | 0.91% | |||
| 30-Day Total Return | -4.24% | |||
| 60-Day Total Return | -4.42% | |||
| 90-Day Total Return | -3.57% | |||
| Year to Date Total Return | -4.42% | |||
| 1-Year Total Return | 13.18% | |||
| 2-Year Total Return | 23.59% | |||
| 3-Year Total Return | 54.32% | |||
| 5-Year Total Return | 59.50% | |||
| Price | BOPIX-NASDAQ | Click to Compare |
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| 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 |
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| Nav | $25.29 | |||
| 1-Month Low NAV | $25.06 | |||
| 1-Month High NAV | $25.94 | |||
| 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 |
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| Beta | 1.02 | |||
| Standard Deviation | 13.24 | |||
| Balance Sheet | BOPIX-NASDAQ | Click to Compare |
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| Total Assets | 335.77M | |||
| Operating Ratios | BOPIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.86% | |||
| Turnover Ratio | 38.82% | |||
| Performance | BOPIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 21.17% | |||
| Last Bear Market Total Return | -16.98% | |||