Sterling Capital Special Opportunities Equity Fund

Scorecard
4 / 5 Stars
Lipper
4 4 5 2 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B+ (Buy)

U.S. News evaluated 464 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 29.47 percent over the past year, 15.36 percent over the past three years, 16.75 percent over the past five years, and 11.24 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 13.5%
1 Year 29.5%
3 Years (Annualized) 15.4%
5 Years (Annualized) 16.7%
10 Years (Annualized) 11.2%

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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 Average compared to funds in the same category.
Sterling Capital Special Opportunities Equity Fund has an expense ratio of 0.99 percent.

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Risk

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

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