Sterling Capital Special Opportunities’ recent manager departures create uncertainty, and better options exist at this juncture. The strategy warrants a Morningstar Medalist Rating of Neutral for all share classes besides the most expensive class, which receives a Negative rating.
Sterling Capital Special Opps Inst BOPIX
- NAV / 1-Day Return 27.23 / +0.29 %
- Total Assets 420.4 Mil
-
Adj. Expense Ratio
0.910%
- Expense Ratio 0.910%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1.0 Mil
- Status Open
- TTM Yield —
- Turnover 31%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 12:13 AM GMT+0
Morningstar’s Analysis BOPIX
Will BOPIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 42.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Amazon.com Inc | 5.58 | 24.8 Mil | Consumer Cyclical |
Microsoft Corp | 4.32 | 19.2 Mil | Technology |
Charles Schwab Corp | 4.29 | 19.0 Mil | Financial Services |
Marvell Technology Inc | 4.28 | 19.0 Mil | Technology |
Alphabet Inc Class C | 4.18 | 18.6 Mil | Communication Services |
Teva Pharmaceutical Industries Ltd ADR | 4.12 | 18.3 Mil | Healthcare |
Intuit Inc | 3.99 | 17.7 Mil | Technology |
IQVIA Holdings Inc | 3.96 | 17.6 Mil | Healthcare |
Akamai Technologies Inc | 3.96 | 17.6 Mil | Technology |
Global Payments Inc | 3.95 | 17.5 Mil | Industrials |