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Morningstar

Sterling Capital Special Opps C BOPCX

Morningstar Analyst Rating
Analyst rating as of | See BB&T Investment Hub
  • NAV / 1-Day Return 18.87  /  1.97 %
  • Total Assets 515.6 Mil
  • Adj. Expense Ratio
    1.880%
  • Expense Ratio 1.890%
  • Distribution Fee Level Above Average
  • Share Class Type Level 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 Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

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.

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.

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