Sterling Capital Special Opportunities Fund Class C (BOPCX)

20.43
Net Asset Value
-0.34%
1 Day
+2.41%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
1.88%
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-2.52% 3 years+9.57%
3 months+7.44% 5 years+13.25%
1 year+13.79% Since inception+11.22%
Data through --

Peer Comparisonvs. Large growth

 BOPCXCategory
Performance 5-yr return+13.25%+15.29%
Expense ratio1.88%1.11%
Risk 5 year sharpe ratio1.431.37
Net assets$1.2B$3.7B
Average market cap$30.8B$144.1B
Average P/E21.228.7
Portfolio turnover19%19%

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Fund Management and Purchase Info

Fund familySterling Capital Funds
Fund manager & tenureGeorge Shipp / 14 Years
Minimal initial investment$1,000.00
Minimum IRA investment--

Holdings

U.S. stock97.05%
International stock2.02%
Cash0.93%
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
GOOG Google5.57%
HCA HCA Healthcare Inc5.06%
CSCO Cisco4.82%
CMCSA Comcast4.80%
VRSK Verisk Analytics Inc4.53%
GILD Gilead Sciences4.17%
AKAM Akamai Technologies Inc4.07%
NCLH Norwegian Cruise Line Holdings Ltd3.99%
COF Capital One Financial3.55%
ECL Ecolab Inc3.52%