Sterling Capital Special Opportunities Fund Class C
BOPCX
NASDAQ
Weiss Ratings | BOPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Rating | ||||
Reward Index | Good | |||
Reward Grade | B- | |||
Risk Index | Fair | |||
Risk Grade | C- | |||
Company Info | BOPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Provider | Sterling Capital Funds | |||
Manager/Tenure (Years) | Daniel A Morrall (3), James L. Curtis (2) | |||
Website | http://www.sterlingcapitalfunds.com | |||
Fund Information | BOPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Fund Name | Sterling Capital Special Opportunities Fund Class C | |||
Category | Large Blend | |||
Sub-Category | US Equity Large Cap Blend | |||
Prospectus Objective | Growth | |||
Inception Date | Jun 02, 2003 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 1,000.00 | |||
Minimum Subsequent Investment | 0.00 | |||
Front End Fee | -- | |||
Back End Fee | 0.01 | |||
Dividends and Shares | BOPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Dividend Yield | 0.00% | |||
Dividend | BOPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Dividend Yield (Forward) | 0.95% | |||
Asset Allocation | BOPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Cash | 0.99% | |||
Stock | 99.01% | |||
U.S. Stock | 89.87% | |||
Non-U.S. Stock | 9.14% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.00% | |||
Price History | BOPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
7-Day Total Return | 3.53% | |||
30-Day Total Return | 0.86% | |||
60-Day Total Return | -1.74% | |||
90-Day Total Return | -7.80% | |||
Year to Date Total Return | -6.27% | |||
1-Year Total Return | 9.32% | |||
2-Year Total Return | 35.47% | |||
3-Year Total Return | 27.10% | |||
5-Year Total Return | 91.30% | |||
Price | BOPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | BOPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Nav | $14.05 | |||
1-Month Low NAV | $12.35 | |||
1-Month High NAV | $14.05 | |||
52-Week Low NAV | $12.35 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $20.48 | |||
52-Week High Price (Date) | Dec 04, 2024 | |||
Beta / Standard Deviation | BOPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Beta | 1.02 | |||
Standard Deviation | 17.72 | |||
Balance Sheet | BOPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Total Assets | 356.78M | |||
Operating Ratios | BOPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Expense Ratio | 1.86% | |||
Turnover Ratio | 41.68% | |||
Performance | BOPCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Last Bull Market Total Return | 20.47% | |||
Last Bear Market Total Return | -17.22% | |||