BOPIX Mutual Fund

BOPIX Mutual Fund (Sterling Capital Special Opportunities Equity Fund Intlitutional Class) is managed by Sterling Capital Funds with $57.5M in net assets. BOPIX expense ratio is 0.86%, holding 37 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2003-06-02.

BOPIX performance shows a YTD return of 12.27%. The 1-year return is 20.59% and the 5-year return is 9.34%. BOPIX dividend yield stands at 16.74%, paid annually.

BOPIX top holdings include Nvidia Corp (7.2%), Natera Inc (5.4%), Alphabet Inc. C (5.3%), Microsoft Corp (4.7%), Amazon.Com Inc (4.5%). Go to all BOPIX holdings, BOPIX sectors, or BOPIX dividends.

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