Sterling Capital Special Opportunities Fund Class C (BOPCX)

20.20
Net Asset Value
-0.79%
1 Day
+1.25%
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-0.54% 3 years+8.52%
3 months-3.43% 5 years+13.30%
1 year+12.40% Since inception+10.70%
Data through --

Peer Comparisonvs. Large growth

 BOPCXCategory
Performance 5-yr return+13.30%+13.81%
Expense ratio1.88%1.10%
Risk 5 year sharpe ratio1.221.18
Net assets$1.1B$3.6B
Average market cap$31.1B$149.6B
Average P/E19.227.1
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. stock95.56%
Cash2.34%
International stock2.10%
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 Google5.28%
CSCO Cisco5.22%
HCA HCA Healthcare Inc5.15%
VRSK Verisk Analytics Inc5.03%
CMCSA Comcast4.16%
GILD Gilead Sciences4.02%
ECL Ecolab Inc3.79%
NCLH Norwegian Cruise Line Holdings Ltd3.77%
AKAM Akamai Technologies Inc3.70%
INTU Intuit3.53%