Sterling Capital Special Opportunities Fund C (BOPCX)
14.34
-0.01
(-0.07%)
USD |
Mar 25 2025
Key Stats
Customize
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| -- | -- | -- | -- |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| -- | -- | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks long-term capital appreciation. To pursue its investment objective, the Fund will invest, under normal circumstances, at least 80% of its net assets in equity securities. The Fund invests primarily in domestically traded U.S. common stock and U.S. traded equity stocks of foreign companies, including ADRs. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US |
| Peer Group | Multi-Cap Core Funds |
| Global Macro | Equity North America |
| US Macro | Multi-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth & Income Funds |
| Fund Owner Firm Name | Sterling Capital |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
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Peer Group Low
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Peer Group High
1 Year
% Rank:
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Peer Group Low
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Peer Group High
3 Months
% Rank:
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Peer Group Low
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Peer Group High
3 Years
% Rank:
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Peer Group Low
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Peer Group High
6 Months
% Rank:
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Peer Group Low
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Peer Group High
5 Years
% Rank:
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Peer Group Low
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Peer Group High
YTD
% Rank:
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Peer Group Low
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Peer Group High
10 Years
% Rank:
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Peer Group Low
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Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of March 26, 2025.
Asset Allocation
As of February 28, 2025.
| Type | % Net |
|---|---|
| Cash | 0.22% |
| Stock | 99.63% |
| Bond | 0.15% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Teva Pharmaceutical Industries Ltd | 5.06% | 15.70 | -2.97% |
| Amazon.com Inc | 4.79% | 205.71 | 1.21% |
| Microsoft Corp | 4.77% | 395.16 | 0.53% |
| Visa Inc | 4.60% | 344.62 | 0.22% |
| UnitedHealth Group Inc | 4.18% | 513.43 | -0.59% |
| Oracle Corp | 4.15% | 153.93 | -0.61% |
| Alphabet Inc | 3.94% | 172.79 | 1.68% |
| ONEOK Inc | 3.91% | 102.38 | 0.08% |
| NVIDIA Corp | 3.86% | 120.69 | -0.59% |
| CRH PLC | 3.67% | 98.61 | 0.49% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | 1.00% |
| Actual Management Fee | 0.60% |
| Administration Fee | 18.83K% |
| Maximum Front Load | -- |
| Maximum Deferred Load | 1.00% |
| Maximum Redemption Fee | 0.00% |
| General Availability | |
| Available for Insurance Product | -- |
| Available for RRSP | -- |
| Purchase Details | |
| Open to New Investors |
|
| Minimum Initial Investment | 1000.00 None |
| Minimum Subsequent Investment | 0.00 None |
Basic Info
| Investment Strategy | |
| The Fund seeks long-term capital appreciation. To pursue its investment objective, the Fund will invest, under normal circumstances, at least 80% of its net assets in equity securities. The Fund invests primarily in domestically traded U.S. common stock and U.S. traded equity stocks of foreign companies, including ADRs. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US |
| Peer Group | Multi-Cap Core Funds |
| Global Macro | Equity North America |
| US Macro | Multi-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth & Income Funds |
| Fund Owner Firm Name | Sterling Capital |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Fundamentals
| General | |
| Distribution Yield | -- |
| Dividend Yield TTM | -- |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| ROI (TTM) | -- |
| Return on Investment (TTM) | -- |
| Earning Yield | -- |
| LT Debt / Shareholders Equity | -- |
Growth Metrics
| EPS Growth (1Y) | 12.62% |
| EPS Growth (3Y) | 12.49% |
| EPS Growth (5Y) | 18.04% |
| Sales Growth (1Y) | 9.44% |
| Sales Growth (3Y) | 13.47% |
| Sales Growth (5Y) | 14.40% |
| Sales per Share Growth (1Y) | 9.33% |
| Sales per Share Growth (3Y) | 12.10% |
| Operating Cash Flow - Growth Ratge (3Y) | 14.78% |
As of February 28, 2025
Fund Details
Top Portfolio Holders
| Name | % Weight |
|---|---|
| Portfolio A | 5.00% |
| Portfolio B | 3.50% |
| Portfolio C | 2.25% |
Excel Add-In Codes
| Name: =YCI("M:BOPCX", "name") |
| Broad Asset Class: =YCI("M:BOPCX", "broad_asset_class") |
| Broad Category: =YCI("M:BOPCX", "broad_category_group") |
| Prospectus Objective: =YCI("M:BOPCX", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |