Morningstar

Sterling Capital Special Opportunities Fund Institutional Shares BOPIX

Medalist Rating as of Aug 31, 2026 See Sterling Capital Investment Hub

Strategy

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities. It primarily invests in domestically traded U.S. common stocks and U.S. traded equity stocks of foreign companies, including ADRs. The fund uses a multi-style approach, meaning that it not only invests across different capitalization levels but may target both value- and growth-oriented companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BOPIX	Sterling Capital Special Opportunities Fund Institutional Shares	Institutional	Open			Jun 2, 2003	$55.76M	0.860%	High	$1M	−$19.07M
BOPAX	Sterling Capital Special Opportunities Fund Class A	Front Load	Open			Jun 2, 2003	$248.64M	1.110%	Above Average	$1,000	−$58.47M
BOPCX	Sterling Capital Special Opportunities Fund Class C	Level Load	Open			Jun 2, 2003	$11.50M	1.860%	Above Average	$1,000	−$3.18M
STRSX	Sterling Capital Special Opportunities Fund Class R6	Retirement, Large	Open			Feb 1, 2018	$20.38M	0.770%	High	$10M	−$6.55M

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