Management of Sterling Capital Special Opportunities is transitioning from a longtime lead to a new duo that will collaboratively guide the portfolio. While each of the remaining managers has plenty of industry experience, uncertainty surrounding the change keeps the fund’s Morningstar Analyst Rating at Neutral across all share classes.
Will BOPIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BOPIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the BOPIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of BOPIX’s parent organization’s priorities and whether they’re in line with investors’ interests.