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Sterling Capital Special Opportunities Equity Fund - Class A: (MF: BOPAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:59 PM ET

$21.15 USD

+0.10 (0.48%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -4.88 88
3 months -3.70 79
6 months 1.69 71
1 Year 9.78 75
3 Year 15.86 56
5 Year 9.45 60
10 Year 11.41 73

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -39.28
Bull Market (2/09 - 3/21) 786.35

Load Adjusted Returns as of Feb 28, 2026

1 Year 6.75
5 Year 10.20
10 Year 10.90
Since Inception 11.46

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -8.30 11.93 6.59 3.19
2024 6.13 -0.19 7.31 5.97
2023 4.56 9.50 -2.83 11.76
2022 -5.21 -17.04 -4.27 6.02
2021 9.94 6.78 0.75 7.70

Annual Return

20262025202420232022202120202019201820172016
% Total Return -4.8812.8920.4624.34-20.2027.4013.1728.19-4.8719.335.13
% Total Return Rel to Index -1.66-5.32-4.55-1.89-1.99-1.27-5.23-3.29-0.48-2.46-6.80
% Total Return Rel to Peer -1.740.181.071.34-0.505.34-6.74-0.231.98-1.34-2.68
% Perf Quintile vs Peer* 4.003.000.003.003.002.004.004.003.004.004.00
% Dividends 0.000.000.000.000.000.000.000.000.130.000.00
% Yield 0.000.000.000.000.000.000.000.000.580.000.00
Capital Gains ($) 0.004.994.704.781.984.100.331.321.851.940.41
Expense Ratio 0.001.131.161.161.131.111.111.111.111.121.17

* 1 = Top 20%, 5 = Bottom 20%