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Morningstar

Sterling Capital Special Opps C BOPCX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Sterling Capital Investment Hub

Morningstar’s Analysis BOPCX

Will BOPCX 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 BOPCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BOPCX 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 BOPCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Better options exist.

Associate Director Andrew Daniels

Andrew Daniels

Associate Director

Summary

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.

by Andrew Daniels
Rated on Published on

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