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Sterling Capital Special Opportunities Equity Fund Class C: (MF: BOPCX)
(NASDAQ Mutual Funds) As of Aug 8, 2025 08:00 PM ET
$15.71 USD
+0.10 (0.64%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.20 | 78 |
| 3 months | 11.66 | 39 |
| 6 months | 2.20 | 78 |
| 1 Year | 15.81 | 23 |
| 3 Year | 15.12 | 55 |
| 5 Year | 14.04 | 48 |
| 10 Year | 9.77 | 61 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -39.91 |
| Bull Market (2/09 - 3/21) | 602.97 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 14.65 |
| 5 Year | 14.03 |
| 10 Year | 9.77 |
| Since Inception | 10.57 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.47 | 11.66 | NA | NA |
| 2024 | 5.93 | -0.40 | 7.13 | 5.77 |
| 2023 | 4.42 | 9.30 | -3.05 | 11.60 |
| 2022 | -5.37 | -17.22 | -4.43 | 5.80 |
| 2021 | 9.71 | 6.62 | 0.53 | 7.48 |
| 2020 | -27.41 | 21.19 | 10.25 | 15.80 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.20 | 19.55 | 23.49 | -20.81 | 26.40 | 12.32 | 27.20 | -5.52 | 18.40 | 4.32 | 7.06 |
| % Total Return Rel to Index | -4.00 | -5.46 | -2.75 | -2.60 | -2.27 | -6.07 | -4.28 | -1.13 | -3.39 | -7.60 | 5.67 |
| % Total Return Rel to Peer | -2.94 | 0.16 | 0.49 | -1.11 | 4.34 | -7.59 | -1.21 | 1.33 | -2.27 | -3.49 | 8.66 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 2.00 | 4.00 | 4.00 | 3.00 | 4.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.53 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 4.70 | 4.78 | 1.98 | 4.10 | 0.33 | 1.32 | 1.85 | 1.94 | 0.41 | 3.31 |
| Expense Ratio | 1.88 | 1.91 | 1.91 | 1.88 | 1.86 | 1.86 | 1.86 | 1.86 | 1.87 | 1.92 | 1.98 |
* 1 = Top 20%, 5 = Bottom 20%