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.
Sterling Capital Special Opps C BOPCX
- NAV / 1-Day Return 17.32 / +0.17 %
- Total Assets 443.7 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.910%
- 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 —
- Turnover 31%
USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:10 AM GMT+0
Morningstar’s Analysis BOPCX
Will BOPCX 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 44.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Amazon.com Inc | 5.57 | 24.7 Mil | Consumer Cyclical |
Charles Schwab Corp | 4.64 | 20.6 Mil | Financial Services |
Intuit Inc | 4.54 | 20.2 Mil | Technology |
Alphabet Inc Class C | 4.34 | 19.3 Mil | Communication Services |
Microsoft Corp | 4.32 | 19.2 Mil | Technology |
IQVIA Holdings Inc | 4.31 | 19.1 Mil | Healthcare |
Global Payments Inc | 4.25 | 18.9 Mil | Industrials |
Marvell Technology Inc | 4.14 | 18.4 Mil | Technology |
Visa Inc Class A | 4.05 | 18.0 Mil | Financial Services |
UnitedHealth Group Inc | 3.92 | 17.4 Mil | Healthcare |