A reassessment of the lead manager’s record on Sterling Capital Special Opportunities has added to previous concerns. That drops the Morningstar Analyst Rating of its cheapest share class to Neutral from Bronze, which aligns with the rating on its other shares.
Sterling Capital Special Opps A BOPAX
NAV / 1-Day Return
32.96
/
0.09
%
Total Assets
670.2 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.110%
Expense Ratio
1.110%
Fee Level
Average
Longest Manager Tenure
18.04
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
18%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will BOPAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BOPAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the BOPAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of BOPAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Distinctive, but that hasn’t helped of late.
