Sterling Capital Special Opps Eq B
P.O. Box 9762Providence, RI 02940-9762Raleigh, NC 27601
Map
Phone: 800-228-1872
| Category: | Large Growth | | Fund Family: | Sterling Capital Funds | | Net Assets: | 654.76M | | Year-to-Date Return: | 5.08% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | Jun 2, 2003 |
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George F. Shipp
Lead Manager since Jun 2, 2003 | | |
| Min Initial Investment: | 1,000 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | 25 | | Min Subsequent Investment: | 0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | 25 |
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| The investment seeks long-term capital appreciation.
The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities. It primarily invests in domestically traded U.S. common stocks and U.S. traded equity stocks of foreign companies, including ADRs. The fund uses a multi-style approach, meaning that it not only invests across different capitalization levels but may target both value - and growth-oriented companies. |
| Last Dividend
(Dec 30, 2010)
:
| 0.00 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 16, 2013)
:
| N/A | | Average for Category: | 61.12% |
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| Expense | BOPBX | Category Avg |
|---|
| Total Expense Ratio: | 2.04% | 1.24% | | Prospectus Net Expense Ratio: | 2.03% | N/A | | Prospectus Gross Expense Ratio: | 2.03% | N/A | | Max 12b1 Fee: | 1.00% | N/A | | Max Front End Sales Load: | N/A | 5.42% | | Max Deferred Sales Load:
| 5.00% | 2.40% | | 3 Yr Expense Projection*: | 937 | 579 | | 5 Yr Expense Projection*: | 1,193 | 913 | | 10 Yr Expense Projection*: | 2,166 | 1,832 |
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0.09%