Sterling Capital Special Opps C (BOPCX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Sterling Capital Special Opps C
Raleigh, NC 27601
5th Floor,434 Fayetteville Street Mall
434 Fayetteville Street Mall
800-228-1872
Management information
James L. Curtis,Lead manager since 27 April 2023
James L. Curtis, CFA®, Director, first worked at Sterling Capital Management from 1999 to 2001 and rejoined the firm in 2020. He has investment experience since 1996 and serves as an equity analyst on the fundamental equity team. Prior to rejoining Sterling, Jim was a portfolio manager and senior equity analyst at Putnam Investments, worked on the Raptor Global Fund at Tudor Investment Corporation and most recently founded and served as managing principal of Staghorn Capital Management acting as portfolio manager of a global long-short hedge fund. Jim received his B.S.B.A. in Finance from the University of North Carolina at Chapel Hill’s Kenan-Flagler Business School and his M.B.A. in Finance from Emory University’s Goizueta Business School. He holds the Chartered Financial Analyst® designation.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Blend
Fund familySterling Capital Funds
Net assets420.51M
YTD return3.79%
Yield0.00%
Morningstar rating★
Inception date31 Jan 2018
Fund operations
Last dividend0.11
Last cap gain49.00
Holdings turnover31.19%
Average for categoryN/A
Fees and expenses
ExpenseBOPCXCategory average
Annual report expense ratio (net)1.91%0.78%
Prospectus net expense ratio1.91%N/A
Prospectus gross expense ratio1.91%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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