BOPCX Mutual Fund

BOPCX Mutual Fund

NAV$13.20
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Fund Essentials - as of Mar 31, 2026

Net Assets
$12M
Expense Ratio
1.86%
Dividend Yield (Current)
39.12%
Holdings
36
Inception Date
Jun 2, 2003
Fund Family
Sterling Capital Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+7.23%
1 Year+15.90%
3 Year+14.30%
5 Year+7.79%
10 Year+11.10%

Asset Allocation

Stocks: 95.53%
Cash: 4.47%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp.7.01%
MRVLMarvell Technology Group Ltd.5.59%
GOOGAlphabet Inc. C5.54%
TOSXXfederated hermes treasury oligations fund4.47%
AMZNAmazon.Com Inc4.44%
Top 10 Concentration: 46.69%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
39.12%
Frequency
Annually
Latest Distribution
$4.11
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

BOPCX Mutual Fund Overview

BOPCX Mutual Fund (Sterling Capital Special Opportunities Fund Class C) is managed by Sterling Capital Funds with $12.3M in net assets. BOPCX expense ratio is 1.86%, holding 36 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2003-06-02.

BOPCX performance shows a YTD return of 7.23%. The 1-year return is 15.90% and the 5-year return is 7.79%. BOPCX dividend yield stands at 39.12%, paid annually.

BOPCX top holdings include Nvidia Corp. (7.0%), Marvell Technology Group Ltd. (5.6%), Alphabet Inc. C (5.5%), federated hermes treasury oligations fund (4.5%), Amazon.Com Inc (4.4%). Go to all BOPCX holdings, BOPCX sectors, or BOPCX dividends.

BOPCX can be compared against other funds. Use BOPCX overlap to find shared positions, or BOPCX vs another fund for a side-by-side view. BOPCX alternatives are available via the screener, along with tax-loss harvesting opportunities.