Advertisement
Skip to Content
Morningstar

Sterling Capital Special Opps A BOPAX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 25.00  /  1.15 %
  • Total Assets 502.1 Mil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.120%
  • 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 0.00
  • Turnover 28%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:08 PM GMT+00:00

Morningstar’s Analysis BOPAX

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.

New management settling in.

Analyst

Summary

| by Jader Dutra

Sterling Capital Special Opportunities’ recently installed management team must prove it can execute the strategy’s long-standing approach. It receives a Morningstar Analyst Rating of Neutral across all share classes except its priciest C shares, which are rated Negative.

Unlock our full analysis with Morningstar Investor