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 $247.2M in net assets. BOPAX expense ratio is 1.11%, holding 36 positions across sectors including Information Technology, Health Care, Unknown. Inception date: 2003-06-02.
BOPAX performance shows a YTD return of 8.12%. The 1-year return is 19.41% and the 5-year return is 17.18%. BOPAX dividend yield stands at 18.04%, paid annually.
BOPAX top holdings include Nvidia Corp (7.0%), Marvell Technology Group Ltd (5.6%), Alphabet Inc series C (5.5%), federated hermes treasury oligations fund (4.5%), Amazon.Com Inc (4.4%). View all BOPAX holdings, sector breakdown, or dividend history.
BOPAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BOPAX alternatives are available via the screener, along with tax-loss harvesting opportunities.