BOPAX Mutual Fund
BOPAX Mutual Fund
BOPAX Mutual Fund
Sterling Capital Special Opportunities Equity Fund Class A
BOPAX Mutual Fund Overview
BOPAX Mutual Fund (Sterling Capital Special Opportunities Equity Fund Class A) is managed by Sterling Capital Funds with $257.9M in net assets. BOPAX expense ratio is 1.11%, holding 37 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2003-06-02.
BOPAX performance shows a YTD return of 11.34%. The 1-year return is 15.35% and the 5-year return is 9.07%.
BOPAX top holdings include Nvidia Corp (7.5%), Natera Inc (7.0%), Alphabet Inc. C (5.4%), Microsoft Corp (4.8%), Eli Lilly & Co. (4.4%). Go to all BOPAX holdings, BOPAX sectors, or BOPAX dividends.
BOPAX can be compared against other funds. Use BOPAX overlap to find shared positions, or BOPAX vs another fund for a side-by-side view. BOPAX alternatives are available via the screener, along with tax-loss harvesting opportunities.