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Sterling Capital Special Opps Inst BOPIX

Analyst rating as of
NAV / 1-Day Return
36.99  /  0.57 %
Total Assets
691.1 Mil
Adj. Expense Ratio
0.860%
Expense Ratio
0.860%
Fee Level
Above Average
Longest Manager Tenure
18.39 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.11%
Turnover
18%
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Morningstar’s Analysis

Will BOPIX outperform in future?

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

An Upcoming Manager Retirement at Sterling Capital Special Opportunities Does Not Change Its Ratings

Associate Director

Analyst Note

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Sterling Capital's longtime lead manager George Shipp will transition off Sterling Capital Special Opportunities and retire in January 2022, the firm announced. Shipp's retirement does not impact the strategy's Morningstar Analyst Rating of Neutral across its five share classes.

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