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BOPIX
Mutual Fund ticker: NASDAQ
AS OF
Nov 12 closing price
Price
$31.00
Change
+$0.07 (+0.23%)
Net Assets
391.74M

BOPIX Sterling Capital Special Opps Inst Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Large Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), Intuit (NASDAQ:INTU), Charles Schwab Corp (The) (NYSE:SCHW), Marvell Technology (NASDAQ:MRVL), IQVIA Holdings (NYSE:IQV), Teva Pharmaceutical Industries Limited (NYSE:TEVA).

Industry description

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.

Market Cap

The average market capitalization across the Sterling Capital Special Opps Inst MF is 1.04T. The market cap for tickers in the group ranges from 12.96B to 3.8T. MSFT holds the highest valuation in this group at 3.8T. The lowest valued company is AKAM at 12.96B.

Volume

The average weekly volume growth across all stocks in the Sterling Capital Special Opps Inst MF was -31%. For the same stocks of the MF, the average monthly volume growth was 13% and the average quarterly volume growth was -18%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 50
P/E Growth Rating: 49
Price Growth Rating: 36
SMR Rating: 52
Profit Risk Rating: 52
Seasonality Score: 34 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Sterling Capital Funds5th Floor,P.O. Box 9762Providence
Phone
800-228-1872
Web
www.sterlingcapitalfunds.com
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BOPIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BOPIX has been closely correlated with VTSAX. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if BOPIX jumps, then VTSAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BOPIX
1D Price
Change %
BOPIX100%
+0.23%
VTSAX - BOPIX
77%
Closely correlated
+0.06%
VITSX - BOPIX
77%
Closely correlated
+0.06%
VTSMX - BOPIX
77%
Closely correlated
+0.06%
VSTSX - BOPIX
77%
Closely correlated
+0.05%
VSMPX - BOPIX
77%
Closely correlated
+0.06%
More