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Sterling Capital Special Opps Inst BOPIX

Analyst rating as of
NAV / 1-Day Return
27.99  /  3.02 %
Total Assets
548.9 Mil
Adj. Expense Ratio
0.870%
Expense Ratio
0.870%
Fee Level
Above Average
Longest Manager Tenure
6.40 years
Category
Large Blend
Investment Style
Large Growth
Min. Initial Investment
10,000,000
Status
Open
TTM Yield
0.00%
Turnover
27%

Morningstar’s Analysis

Will BOPIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A management transition is underway.

Associate Director

Summary

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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.

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