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Sterling Capital Special Opps A (BOPAX) Fund Ranking and Research

Ranking, Research and Recommendation of Sterling Capital Special Opps A (BOPAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Sterling Capital Special Opps A Fund (BOPAX) ManagerFund Manager - George F. Shipp

Fund Manager Information

Fund Manager Tenure: 16.7 years
Similar Funds: BOPBX  BOPCX  BOPIX  BOPRX 
Fund Family: Sterling Capital Funds
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.83)     (What does this score mean?)
George Shipp, CFA has been the Chief Investment Officer of Scott & Stringfellow's CHOICE Asset Management unit since its inception in 1999. George and his team introduced three equity portfolios in late 1999, with each portfolio being launched as a separately managed product in late 2000. CHOICE started a fourth equity portfolio in late 2003. Prior to his portfolio management role, George spent 17 years as a fundamental research analyst covering a variety of industries.  Get more insights on George F. Shipp

 

Graph of Sterling Capital Special Opps A Fund (BOPAX) ProfileSterling Capital Special Opps A Fund (BOPAX) Profile

Fund Profile and Description

Sterling Capital Special Opps A Fund seeks long-term capital appreciation. Sterling Capital Special Opps A Fund invests at least 80% of net assets plus borrowings for investment purposes in equity securities which may include common stock, preferred stock, warrants, American Depositary Receipts, or debt instruments that are convertible to common stock. It invests primarily in domestically traded U.S. common stocks and U.S. traded equity stocks of foreign companies, including ADRs. Sterling Capital Special Opps A Fund may engage in securities lending.

 

Sterling Capital Special Opps A (BOPAX) Fund Strength What we like about Sterling Capital Special Opps A (BOPAX) Fund

Data for Sterling Capital Special Opps A Fund (BOPAX) as of May 30, 2016

  • Sterling Capital Special Opps A Fund (BOPAX) management has been with Sterling Capital Special Opps A Fund for 16.7 years
  • Sterling Capital Special Opps A Fund (BOPAX) has good short-term performance (1-year return 4.21% vs -1.74% Large Growth category median performance)
  • Sterling Capital Special Opps A Fund (BOPAX) has good mid-term performance (3-year return 13.18% vs 10.74% Large Growth category median performance)
  • Sterling Capital Special Opps A Fund (BOPAX) has good Long-term performance (5-year return 11.19% vs 10.14% Large Growth category median performance)
  • Sterling Capital Special Opps A Fund (BOPAX) ratio of up-years vs down years is greater than 2
  • Sterling Capital Special Opps A Fund (BOPAX) has a Morningstar rating of 4 and above
  • Asset base in Sterling Capital Special Opps A Fund (BOPAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Sterling Capital Special Opps A Fund (BOPAX) has an annual stock turnover rate of 26.98% vs Large Growth average of 50.46%. It is good that Sterling Capital Special Opps A management does not trade extensively for its return.
  • Sterling Capital Special Opps A Fund (BOPAX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.48, lower than category average of 12.75

Sterling Capital Special Opps A Fund (BOPAX) Weakness What we are cautious about Sterling Capital Special Opps A (BOPAX) Fund

Data for Sterling Capital Special Opps A Fund (BOPAX) as of May 30, 2016

  • Sterling Capital Special Opps A Fund (BOPAX) has a higher expense ratio of 1.22% than its Large Growth average of 1.17%
  • Sterling Capital Special Opps A Fund (BOPAX) carries a 5.75% load
See Sterling Capital Special Opps A Fund (BOPAX) performance details as of May 30, 2016

 

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Compare Sterling Capital Special Opps A Fund (BOPAX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Sterling Capital Special Opps A3.304.2113.1811.19
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Sterling Capital Special Opps A Fund (BOPAX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Sterling Capital Special Opps A Fund (BOPAX) Net Asset TrackingSterling Capital Special Opps A (BOPAX) Fund Net Asset

Track net asset change of Sterling Capital Special Opps A fund (BOPAX)

DateNet Asset
05/2016$1.13B
03/2016$1.03B
02/2016$945.24M
More historic net asset information on Sterling Capital Special Opps A Fund (BOPAX)

  

Graph of Sterling Capital Special Opps A Fund (BOPAX) Portfolio TrackingSterling Capital Special Opps A (BOPAX) Fund Portfolio Allocation

Track portfolio allocation change of Sterling Capital Special Opps A fund (BOPAX)

DateCashStockBondOther
04/201612.06%86.91%0%1.03%
02/20160.21%98.35%0%1.44%
01/20161.03%98.97%0%0%
Click here to see more historic asset allocation information on Sterling Capital Special Opps A Fund (BOPAX)

 

graph of Sterling Capital Special Opps A Fund (BOPAX) Top 10 Position TrackingTop 10 Holdings in Sterling Capital Special Opps A (BOPAX) Fund

Discover what Sterling Capital Special Opps A Fund (BOPAX) manager is buying

Apr 29, 2016
HCA Holdings, Inc. Common Stock [4.58%]
Check Point Software Technologi [4.22%]
Comcast Corporation [4.17%]
Alphabet Inc. [4.04%]
Activision Blizzard, Inc [4.01%]
Nielsen Holdings PLC [3.96%]
Verisk Analytics, Inc. [3.9%]
CBS Corporation Class B Common [3.83%]
Mednax, Inc. Common Stock [3.78%]
Cisco Systems, Inc. [3.65%]

Feb 28, 2016
Check Point Software Technologi [4.93%]
Alphabet Inc. [4.71%]
Nielsen Holdings PLC [4.53%]
HCA Holdings, Inc. Common Stock [4.53%]
Comcast Corporation [4.53%]
Verisk Analytics, Inc. [4.37%]
Activision Blizzard, Inc [4.26%]
Akamai Technologies, Inc. [4.14%]
Cisco Systems, Inc. [3.97%]
CBS Corporation Class B Common [3.78%]

Jan 30, 2016
Alphabet Inc. [5.36%]
Check Point Software Technologi [4.78%]
Activision Blizzard, Inc [4.61%]
HCA Holdings, Inc. Common Stock [4.6%]
Verisk Analytics, Inc. [4.51%]
Nielsen Holdings PLC [4.44%]
Comcast Corporation [4.39%]
Discovery Communications, Inc. [3.73%]
Ryman Hospitality Properties, I [3.67%]
Cisco Systems, Inc. [3.61%]
Click here for Stock Holding Change Map in Sterling Capital Special Opps A Fund (BOPAX)

  

Latest News on Sterling Capital Special Opps A (BOPAX) Fund

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Sterling Capital Special Opps A Fund (BOPAX) Related ResourcesSee more information on Sterling Capital Special Opps A (BOPAX) Fund

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