Sterling Capital Special Fund Quote

BOPAX Fund  USD 29.53  0.20  0.67%   

Performance

15 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
Sterling Capital is trading at 29.53 as of the 29th of November 2024; that is 0.67 percent down since the beginning of the trading day. The fund's open price was 29.73. Sterling Capital has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Sterling Capital Special are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of August 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in equity securities. Sterling Capital is traded on NASDAQ Exchange in the United States. More on Sterling Capital Special

Moving together with Sterling Mutual Fund

  0.79VTSAX Vanguard Total StockPairCorr
  0.78VFIAX Vanguard 500 IndexPairCorr
  0.79VTSMX Vanguard Total StockPairCorr
  0.79VITSX Vanguard Total StockPairCorr
  0.79VSMPX Vanguard Total StockPairCorr
  0.79VSTSX Vanguard Total StockPairCorr

Moving against Sterling Mutual Fund

  0.72JNJ Johnson Johnson Fiscal Year End 28th of January 2025 PairCorr
  0.68PFE Pfizer Inc Aggressive PushPairCorr
  0.39BA Boeing Fiscal Year End 29th of January 2025 PairCorr
  0.38VGTSX Vanguard Total InterPairCorr
  0.38VTIAX Vanguard Total InterPairCorr

Sterling Mutual Fund Highlights

Fund ConcentrationLarge Blend, Sterling Capital Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of February 2023
Fiscal Year EndSeptember
Sterling Capital Special [BOPAX] is traded in USA and was established 29th of November 2024. The fund is listed under Large Blend category and is part of Sterling Capital Funds family. This fund currently has accumulated 495.9 M in assets under management (AUM) with minimum initial investment of 1 K. Sterling Capital Special is currently producing year-to-date (YTD) return of 21.71%, while the total return for the last 3 years was 7.73%.
Check Sterling Capital Probability Of Bankruptcy

Instrument Allocation

Top Sterling Capital Special Mutual Fund Constituents

ECLEcolab IncStockMaterials
LYVLive Nation EntertainmentStockCommunication Services
ALKAlaska Air GroupStockIndustrials
CMCSAComcast CorpStockCommunication Services
VRSKVerisk AnalyticsStockIndustrials
UNHUnitedHealth Group IncorporatedStockHealth Care
NXPINXP Semiconductors NVStockInformation Technology
NCLHNorwegian Cruise LineStockConsumer Discretionary
More Details

Sterling Capital Special Risk Profiles

Sterling Capital Against Markets

Other Information on Investing in Sterling Mutual Fund

Sterling Capital financial ratios help investors to determine whether Sterling Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sterling with respect to the benefits of owning Sterling Capital security.
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