Sterling Capital Special Opportunities Equity Fund Class B (BOPBX)

21.16
Net Asset Value
+0.47%
1 Day
+14.38%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
1.99%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective 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.

Performance

1 month+7.23% 3 years+16.77%
3 months-0.19% 5 years+12.36%
1 year+16.32% Since inception+11.13%
Data through --

Peer Comparisonvs. Large growth

 BOPBXCategory
Performance 5-yr return+12.36%+14.60%
Expense ratio1.99%1.24%
Risk 5 year sharpe ratio1.001.06
Net assets$1.1B$2.6B
Average market cap$22.3B$69.6B
Average P/E18.323.6
Portfolio turnover----

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Fund Management and Purchase Info

Fund familySterling Capital Funds
Fund manager & tenureGeorge Shipp / 11 Years
Minimal initial investment$1,000.00
Minimum IRA investment--

Holdings

U.S. stock93.96%
International stock4.39%
Cash1.73%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 26.35%
Energy 17.05%
Telecommunication 8.10%
Consumer goods 7.83%
Consumer service 7.75%
Top 10 Holdings
Portfolio weighting
UNH UnitedHealth Group Inc4.49%
CHKP Check Point Software Technologies Ltd4.39%
DTV Directv4.36%
CMCSA Comcast Corp Class A4.27%
HCA HCA Holdings Inc4.27%
EBAY eBay Inc4.21%
DISCK Discovery Communications Inc4.03%
VRSK Verisk Analytics Inc3.95%
CTXS Citrix Systems Inc3.86%
NCR NCR Corp3.84%

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