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Sterling Capital Special Opportunities Equity Fund Intli Class: (MF: BOPIX)
(NASDAQ Mutual Funds) As of Aug 1, 2025 08:00 PM ET
$28.41 USD
-0.63 (-2.17%)
Zacks MF Rank
4-Sell of 5 4
Fund Description
The fund was incepted in June 2003 and is managed by BB&T Asset Management, Inc. The fund seeks long-term capital appreciation. The fund invests at least 80% of its assets plus borrowings in equity securities. The fund pays dividends quarterly and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Sterling Capital Special Opports I | BOPIX | NA | NA | 0.00 | 0.00 | 0.60 | 0.88 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Sterling Capital Opportunities A | BOPAX | 25.57 | 6/2/2003 | 0.00 | 16.72 | 15.98 | 14.90 |
| Sterling Capital Opportunities C | BOPCX | 15.46 | 6/2/2003 | 0.00 | 15.81 | 15.12 | 14.04 |
| Sterling Capital Opportunities I | BOPIX | 28.41 | 6/2/2003 | 0.00 | 17.01 | 16.27 | 15.19 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Sterling Capital Special Opports I | BOPIX | 1000000 | 0 | 0 | Q |
Contact Information
| Family | Sterling |
| Address | 4400 Computer Drive Westborough, MA 01571-1722 |
| Phone | 800 228-1872 |