Sterling Capital Special Opportunities has seen many recent changes in its investment team, which now has a lot to prove. It warrants Average People and Process ratings.
Sterling Capital Special Opps A BOPAX
- NAV / 1-Day Return 26.07 / +1.52 %
- Total Assets 414.9 Mil
-
Adj. Expense Ratio
1.160%
- Expense Ratio 1.160%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 31%
USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:12 AM GMT+0
Morningstar’s Analysis BOPAX
Will BOPAX 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 45.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
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Microsoft Corp | 4.59 | 19.3 Mil | Technology |
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Charles Schwab Corp | 4.37 | 18.4 Mil | Financial Services |
Coherent Corp | 4.32 | 18.2 Mil | Technology |
Oracle Corp | 3.92 | 16.5 Mil | Technology |
Global Payments Inc | 3.87 | 16.3 Mil | Industrials |