| 18.73 Net Asset Value | +0.70% 1 Day | +13.17% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | No Load Sales Expenses | 2.03% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | -0.69% | 3 years | +11.07% | |
| 3 months | +5.17% | 5 years | +4.65% | |
| 1 year | +23.65% | Since inception | +10.22% |
| BOPCX | Category | |
|---|---|---|
| Performance 5-yr return | +4.65% | +5.42% |
| Expense ratio | 2.03% | 1.28% |
| Risk 5 year sharpe ratio | 0.27 | 0.30 |
| Net assets | $783.6M | $2.1B |
| Average market cap | $29.5B | $45.3B |
| Average P/E | 17.3 | 19.9 |
| Portfolio turnover | -- | -- |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Sterling Capital Funds |
| Fund manager & tenure | George Shipp / 10 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Healthcare | 26.35% |
| Energy | 17.05% |
| Telecommunication | 8.10% |
| Consumer goods | 7.83% |
| Consumer service | 7.75% |
| CMCSA Comcast Corp Class A | 4.75% |
| UNH UnitedHealth Group Inc | 4.44% |
| F Ford Motor Co | 4.41% |
| CSCO Cisco Systems Inc | 4.13% |
| CHKP Check Point Software Technologies, Ltd. | 4.05% |
| DTV Directv | 3.97% |
| TEVA Teva Pharmaceutical Industries Ltd ADR | 3.93% |
| HAL Halliburton Company | 3.84% |
| APA Apache Corporation | 3.82% |
| BRCM Broadcom Corporation | 3.76% |
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