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    Sterling Capital Special Opps B (BOPBX)

    21.88 Down 0.05(0.23%) Aug 3

    Profile as of Jun 29, 2015Get Profile for:
    Sterling Capital Special Opps B
    Sterling Capital Funds5th Floor,P.O. Box 9762Providence, RI 02940-9762
    Phone: 800-228-1872
    Fund Overview 
    Category:Large Growth
    Fund Family:Sterling Capital Funds
    Net Assets:923.96M
    Year-to-Date Return:6.15%
    Morningstar Rating:3 stars
    Fund Inception Date:Jun 2, 2003
    Morningstar Style Box 
    Large Growth
    [View Category Definition]
    View Top Large Growth Funds
    About the Morningstar Style Box
    Management Information 
    George F. Shipp
    Lead Manager since Jun 2, 2003
    Mr. Shipp is a Senior Managing Director of Sterling Capital since January 2013. He was previously a Senior Managing Director of CHOICE Asset Management, a department of Scott & Stringfellow, LLC (“Scott & Stringfellow”) (a wholly owned subsidiary of BB&T Corporation) and Chief Investment Officer of the CHOICE portfolios, separate accounts sponsored by Scott & Stringfellow. Prior to joining Sterling Capital, Mr. Shipp was with Scott & Stringfellow since 1982. Mr. Shipp is a graduate of the University of Virginia where he received his B.A. in Biology. He received his M.B.A. from the Darden Graduate School of Business at the University of Virginia. He is a CFA charterholder.
    Investment Information 
    Min Initial Investment:1,000
    Min Initial Investment, IRA:1,000
    Min Initial Investment, AIP:25
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:25
    BOPBX can be purchased from 21 brokerages.

    Fund Summary 
    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.

    Fund Operations 
    Last Dividend (Dec 9, 2014) : 0.00
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jul 30, 2015) : 32.35%
    Average for Category:45.91%
    Fees & Expenses 
    ExpenseBOPBXCategory Avg
    Annual Report Expense Ratio (net):1.96%1.18%
    Prospectus Net Expense Ratio:1.96%N/A
    Prospectus Gross Expense Ratio:1.96%N/A
    Max 12b1 Fee:1.00%N/A
    Max Front End Sales Load:N/A5.44%
    Max Deferred Sales Load: 5.00%2.11%
    3 Yr Expense Projection*:915513
    5 Yr Expense Projection*:1,157813
    10 Yr Expense Projection*:2,0911,652
    * Per $10,000 invested