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Sterling Capital Special Opportunities Equity Fund Intli Class: (MF: BOPIX)

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

$24.42 USD

+0.11 (0.45%)

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 -4.80 88
3 months -3.59 79
6 months 1.85 70
1 Year 10.07 74
3 Year 16.18 55
5 Year 9.74 57
10 Year 11.69 69

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -39.11
Bull Market (2/09 - 3/21) 820.67

Load Adjusted Returns as of Feb 28, 2026

1 Year 13.16
5 Year 11.72
10 Year 11.80
Since Inception 12.00

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -8.25 12.02 6.62 3.26
2024 6.20 -0.14 7.36 6.03
2023 4.69 9.56 -2.78 11.84
2022 -5.15 -16.98 -4.24 6.06
2021 9.99 6.87 0.82 7.75

Annual Return

20262025202420232022202120202019201820172016
% Total Return -4.8013.1620.7424.72-20.0227.7013.4628.47-4.5919.665.36
% Total Return Rel to Index -1.63-5.05-4.27-1.52-1.82-0.98-4.93-3.02-0.20-2.13-6.57
% Total Return Rel to Peer -1.710.451.351.72-0.325.64-6.450.042.26-1.01-2.45
% Perf Quintile vs Peer* 4.003.000.003.003.002.004.004.002.004.004.00
% Dividends 0.000.000.000.000.000.000.030.050.150.020.01
% Yield 0.000.000.000.000.000.000.110.170.620.100.06
Capital Gains ($) 0.004.994.704.781.984.100.331.321.861.940.41
Expense Ratio 0.000.880.910.910.890.860.860.860.860.870.92

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