Sterling Capital Special Opportunities FundBOPIX

MUTUAL FUNDSterling
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$312.0M
Expense ratio
0.86%
1-year return
+12.5%
3 years, a year
+14.1%
5 years, a year
+7.6%
Holdings
36

What it aims to do.

The Fund seeks long-term capital appreciation.

Top 10 holdings.

Holding% of fund
NVDA NVIDIA Corp.7.01%
MRVL Marvell Technology Inc5.59%
GOOG Alphabet Inc.5.54%
Money Market Obligations Trust4.47%
AMZN Amazon.com, Inc.4.44%
LLY Eli Lilly & Co.4.24%
MSFT Microsoft Corp.4.21%
AKAM Akamai Technologies, Inc.3.82%
ORCL Oracle Corp.3.70%
NTRA Natera Inc.3.68%

More on BOPIX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.