BOPIX Mutual Fund

BOPIX Mutual Fund (Sterling Capital Special Opportunities Equity Fund Intlitutional Class) is managed by Sterling Capital Funds with $62.0M in net assets. BOPIX expense ratio is 0.86%, holding 36 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2003-06-02.

BOPIX performance shows a YTD return of 7.83%. The 1-year return is 17.01% and the 5-year return is 15.71%. BOPIX dividend yield stands at 17.43%, paid annually.

BOPIX 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 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.