Sterling Capital Special Opportunities has seen many recent changes in its investment team, which now has a lot to prove. It warrants Average People and Process ratings.
Sterling Capital Special Opps Inst BOPIX
- NAV / 1-Day Return 28.77 / +1.52 %
- Total Assets 414.9 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.910%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1.0 Mil
- Status Open
- TTM Yield —
- Turnover 31%
USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:12 AM GMT+0
Morningstar’s Analysis BOPIX
Will BOPIX 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 45.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Teva Pharmaceutical Industries Ltd ADR | 5.32 | 22.4 Mil | Healthcare |
Amazon.com Inc | 5.28 | 22.2 Mil | Consumer Cyclical |
Marvell Technology Inc | 5.14 | 21.6 Mil | Technology |
Alphabet Inc Class C | 4.67 | 19.6 Mil | Communication Services |
Microsoft Corp | 4.59 | 19.3 Mil | Technology |
UnitedHealth Group Inc | 4.40 | 18.5 Mil | Healthcare |
Charles Schwab Corp | 4.37 | 18.4 Mil | Financial Services |
Coherent Corp | 4.32 | 18.2 Mil | Technology |
Oracle Corp | 3.92 | 16.5 Mil | Technology |
Global Payments Inc | 3.87 | 16.3 Mil | Industrials |