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.
Will BOPAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of BOPAX’s parent organization’s priorities and whether they’re in line with investors’ interests.