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Sterling Capital Special Opportunities Fund Class C (BOPCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
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.


1 month+4.33% 3 years+9.84%
3 months+5.04% 5 years+13.50%
1 year+15.13% Since inception+10.84%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+13.50%+13.70%
Expense ratio1.89%1.12%
Risk 5 year sharpe ratio1.431.35
Net assets$1.2B$3.5B
Average market cap$30.6B$123.0B
Average P/E20.127.6
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--


U.S. stock94.89%
International stock2.11%
Fixed income0.00%
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 Google5.12%
APTV Aptiv PLC4.63%
CSCO Cisco4.56%
VRSK Verisk Analytics Inc4.53%
HCA HCA Healthcare Inc4.50%
CMCSA Comcast4.38%
GILD Gilead Sciences3.86%
NCLH Norwegian Cruise Line Holdings Ltd3.68%
AKAM Akamai Technologies Inc3.61%
INTU Intuit3.60%