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Sterling Capital Special Opps Eq B (BOPBX)

21.27 0.00(0.00%) Jul 28

Profile as of Jun 29, 2014Get Profile for:
Sterling Capital Special Opps Eq B
P.O. Box 9762Providence, RI 02940-9762Raleigh, NC 27601
Phone: 800-228-1872
Fund Overview 
Category:Large Growth
Fund Family:Sterling Capital Funds
Net Assets:1.04B
Year-to-Date Return:12.92%
Morningstar Rating:3 stars
Fund Inception Date:Jun 2, 2003
Morningstar Style Box 
Large Growth
[View Category Definition]
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About the Morningstar Style Box
Management Information 
George F. Shipp
Lead Manager since Jun 2, 2003
George Shipp, CFA has been the Chief Investment Officer of Scott & Stringfellow's CHOICE Asset Management unit since its inception in 1999. George and his team introduced three equity portfolios in late 1999, with each portfolio being launched as a separately managed product in late 2000. CHOICE started a fourth equity portfolio in late 2003. Prior to his portfolio management role, George spent 17 years as a fundamental research analyst covering a variety of industries.
Investment Information 
Min Initial Investment:1,000
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:25
Min Subsequent Investment:0
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:25
BOPBX can be purchased from 20 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 : 0.00
Last Cap Gain (Dec 10, 2013) : 0.00
Annual Holdings Turnover (Jul 27, 2014) : N/A
Average for Category:50.19%
Fees & Expenses 
ExpenseBOPBXCategory Avg
Annual Report Expense Ratio (net):1.99%1.21%
Prospectus Net Expense Ratio:1.99%N/A
Prospectus Gross Expense Ratio:1.99%N/A
Max 12b1 Fee:1.00%N/A
Max Front End Sales Load:N/A5.45%
Max Deferred Sales Load: 5.00%2.30%
3 Yr Expense Projection*:924546
5 Yr Expense Projection*:1,173866
10 Yr Expense Projection*:2,1231,745
* Per $10,000 invested