Sterling Capital Special Opportunities Equity Fund

Scorecard
3 / 5 Stars
Lipper
3 2 5 2 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

U.S. News evaluated 466 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 26.62 percent over the past year, 11.65 percent over the past three years, 19.05 percent over the past five years, and 9.68 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 5.5%
1 Year 26.6%
3 Years (Annualized) 11.7%
5 Years (Annualized) 19.0%
10 Years (Annualized) 9.7%

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Summary

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.

Fees

Fees are Above Average compared to funds in the same category.
Sterling Capital Special Opportunities Equity Fund has an expense ratio of 1.99 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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