Nasdaq - Delayed Quote • USD
Sterling Capital Special Opportunities Fund Class R (BOPRX)
At close: November 16 at 8:00 PM EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 27.85% |
| Worst 1Y Total Return | -5.08% |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 10.48% |
| 5y Average Return | 10.56% |
| Rank in Category (ytd) | 12 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.14 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BOPRX | Category Average | BOPRX | Category Average | BOPRX | Category Average | |
| Alpha | -3.76 | -0.02 | -3.44 | -0.01 | -2.22 | -0.02 |
| BETA | 1.14 | 0.01 | 1.11 | 0.01 | 1.06 | 0.01 |
| Mean Annual Return | 1.25 | 0.01 | 1.27 | 0.01 | 1.26 | 0.01 |
| R-squared | 93.14 | 0.95 | 91.82 | 0.95 | 88.37 | 0.95 |
| Standard Deviation | 22.18 | 0.19 | 17.65 | 0.15 | 14.96 | 0.14 |
| Sharpe Ratio | 0.63 | 0.01 | 0.79 | 0.01 | 0.97 | 0.01 |
| Treynor Ratio | 10.8 | 0.16 | 12 | 0.15 | 13.46 | 0.12 |
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