BOPAX : Sterling Capital Special Opportunities Fund Class A

BOPAX is a US Stocks Market Large Blend with HIGH fees.

BOPAX

Sterling Capital Special Opportunities Fund Class A

FI Score

40 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

10 /10

Market Size

5 /10

40% FI Score
  • bopax
  • Mutual Fund
  • US Stocks
  • Large Blend

Sterling Capital Special Opportunities Fund Class A

Expenses: 1.11% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities. It primarily invests in domestically traded U.S. common stocks and U.S. traded equity stocks of foreign companies, including ADRs. The fund uses a multi-style approach, meaning that it not only invests across different capitalization levels but may target both value- and growth-oriented companies.

Largest Holdings

Amount Holding
7.40% Alphabet Inc Class C
5.82% Comcast Corp Class A
5.59% Cisco Systems Inc
4.90% Akamai Technologies Inc
4.85% Bristol-Myers Squibb Company
4.82% Danaher Corp
4.82% UnitedHealth Group Inc
4.26% NXP Semiconductors NV
4.23% Hologic Inc
4.18% HCA Healthcare Inc
3.74% Capital One Financial Corp
3.40% Lennar Corp
3.36% Intuit Inc
3.34% Cerner Corp
3.27% Verisk Analytics Inc
3.25% FedEx Corp
3.11% CBRE Group Inc Class A
3.07% Aptiv PLC
3.05% Activision Blizzard Inc
2.67% Discovery Inc C
2.57% Boston Scientific Corp
2.22% Fiserv Inc
2.21% Charles Schwab Corp
1.59% PTC Inc
1.58% CDK Global Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo