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Sterling Capital Special Opps Inst BOPIX

Medalist Rating as of | See Sterling Capital Investment Hub
  • NAV / 1-Day Return 27.87  /  −0.21 %
  • Total Assets 445.9 Mil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 10.0 Mil
  • Status Open
  • TTM Yield
  • Turnover 31%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:10 PM GMT+0

Morningstar’s Analysis BOPIX

Will BOPIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

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Portfolio Holdings BOPIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 45.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

5.73 25.0 Mil
Consumer Cyclical

Alphabet Inc Class C

4.57 19.9 Mil
Communication Services

Charles Schwab Corp

4.54 19.8 Mil
Financial Services

Global Payments Inc

4.53 19.8 Mil
Industrials

Intuit Inc

4.49 19.6 Mil
Technology

HCA Healthcare Inc

4.38 19.1 Mil
Healthcare

Microsoft Corp

4.31 18.8 Mil
Technology

Marvell Technology Inc

4.31 18.8 Mil
Technology

Coherent Corp

4.22 18.4 Mil
Technology

UnitedHealth Group Inc

4.22 18.4 Mil
Healthcare