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.
Sterling Capital Special Opps R BOPRX
NAV / 1-Day Return
34.93
/
0.09
%
Total Assets
703.2 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.360%
Expense Ratio
1.360%
Fee Level
Above Average
Longest Manager Tenure
18.16
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
18%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will BOPRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BOPRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the BOPRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of BOPRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
An Upcoming Manager Retirement at Sterling Capital Special Opportunities Does Not Change Its Ratings
