Nasdaq - Delayed Quote USD

Sterling Capital Special Opps A (BOPAX)

24.95 +0.35 (+1.42%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.36%
5y Average Return 9.39%
Number of Years Up 16
Number of Years Down 4
Best 1Y Total Return (Apr 25, 2024) 38.21%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 38.21%
Worst 3Y Total Return 4.79%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BOPAX
Category
YTD
6.14%
14.84%
1-Month
1.50%
1.65%
3-Month
6.14%
7.55%
1-Year
26.22%
40.47%
3-Year
6.88%
16.77%
5-Year
11.18%
16.15%
10-Year
10.57%
13.21%
Last Bull Market
46.33%
24.09%
Last Bear Market
-17.04%
-17.61%

Annual Total Return (%) History

Year
BOPAX
Category
2024
--
--
2023
24.35%
--
2022
-20.20%
--
2021
27.44%
--
2020
13.17%
15.83%
2019
28.19%
28.78%
2018
-4.87%
-6.27%
2017
19.33%
20.44%

2016
5.13%
10.37%
2015
7.80%
-1.07%
2014
15.60%
10.96%
2013
26.96%
31.50%
2012
15.39%
14.96%
2011
-4.01%
-1.27%
2010
13.31%
14.01%
2009
38.21%
28.17%
2008
-32.33%
-37.79%
2007
13.89%
6.16%
2006
21.41%
14.17%
2005
3.85%
5.88%
2004
27.38%
10.02%
2003
--
27.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.14% -- -- --
2023 4.56% 9.51% -2.83% 11.76%
2022 -5.22% -17.04% -4.28% 6.02%
2021 9.94% 6.79% 0.75% 7.73%
2020 -27.25% 21.42% 10.48% 15.97%
2019 14.63% 2.60% 0.78% 8.15%
2018 0.51% 2.82% 7.81% -14.61%
2017 8.15% 2.83% 2.04% 5.17%
2016 2.72% -1.72% 1.89% 2.20%
2015 4.05% 2.39% -4.13% 5.54%

2014 6.05% 6.90% 0.39% 1.58%
2013 8.50% 2.71% 6.53% 6.94%
2012 13.63% -7.55% 7.24% 2.42%
2011 4.70% -0.11% -16.39% 9.77%
2010 5.81% -11.60% 10.01% 10.10%
2009 -1.61% 18.42% 12.34% 5.59%
2008 -4.03% 0.12% -9.39% -22.28%
2007 5.52% 7.58% -0.05% 0.38%
2006 4.80% 1.96% 5.46% 7.74%
2005 1.22% 1.00% 2.98% -1.36%
2004 7.60% 1.43% 2.35% 14.04%
2003 5.41% 11.96% -- --

Rank in Category (By Total Return)

YTD 93
1-Month 96
3-Month 93
1-Year 65
3-Year 91
5-Year 89

Load Adjusted Returns

1-Year 18.96%
3-Year 4.79%
5-Year 9.87%
10-Year 9.91%

Performance & Risk

YTD Return 1.36%
5y Average Return 9.39%
Rank in Category (ytd) 93
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Sterling Capital Funds
Net Assets 444.01M
YTD Return 6.14%
Yield 0.00%
Morningstar Rating
Inception Date Jun 02, 2003

Fund Summary

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.

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