About BOPIX
Sterling Capital Special Opportunities Fund Institutional Shares represent an actively managed mutual fund focused on delivering long-term capital appreciation for institutional investors. The fund maintains a concentrated portfolio, typically holding 30 to 35 stocks, which allows it to be nimble and responsive to changing market conditions. Its investment strategy is built on fundamental analysis and a flexible approach, enabling it to shift among growth, value, and market-cap styles as opportunities arise. The fund invests primarily in U.S. equities, including large-, mid-, and small-cap companies, and may also include select foreign stocks to capitalize on attractive valuations and strong financials across global markets. Top holdings often feature leading names in technology, healthcare, and consumer sectors, such as Microsoft, Amazon, UnitedHealth, and Teva Pharmaceutical, reflecting a diversified yet high-conviction approach. By emphasizing valuation, earnings growth, and robust balance sheets, Sterling Capital Special Opportunities Fund Institutional Shares aims to add value for investors seeking exposure to a dynamic and research-driven equity strategy.
Fund Family Sterling Capital Funds
Category Large Blend
Stock Exchange NASDAQ
Ticker Symbol BOPIX
Share Class Institutional Class
Index Russell 3000 TR
BOPIX had a total return of 13.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.55%.
