BOPIX Alternatives & Similar Mutual Funds

Sterling Capital Special Opportunities Fund (BOPIX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BOPIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to BOPIX

BOPIX charges 0.87% annually. There are 259 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	BOPIX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	BOPIX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	BOPIX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	BOPIX vs FLCPX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	0.02%	34.70B	May 2001	BOPIX vs VITPX

Best Risk-Adjusted Alternatives to BOPIX

BOPIX has a PortfoliosLab risk / return rank of 25. There are 336 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	97	—	Mar 2021	BOPIX vs SVPFX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	BOPIX vs FTZIX
VPCCX	Vanguard PRIMECAP Core Fund	92	18.10B	Dec 2004	BOPIX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	BOPIX vs GTLOX
POGSX	Pin Oak Equity	90	—	Aug 1992	BOPIX vs POGSX

Top Performing BOPIX Alternatives (YTD)

BOPIX is at 6.73% YTD. There are 309 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.47%	18.10B	Dec 2004	BOPIX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	24.27%	—	Dec 2018	BOPIX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.85%	—	Nov 2004	BOPIX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.24%	—	Dec 2015	BOPIX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.87%	—	Jan 1995	BOPIX vs IGIAX

Lowest Volatility Alternatives to BOPIX

BOPIX has 15.27% 1-year volatility. There are 358 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.22%	—	Mar 2021	BOPIX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	BOPIX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.23%	—	Jul 2012	BOPIX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.85%	—	Aug 2018	BOPIX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.33%	—	Feb 2012	BOPIX vs SILVX

Lowest Drawdown Alternatives to BOPIX

BOPIX has a 1-year max drawdown of -14.94%. There are 379 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	BOPIX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	BOPIX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	BOPIX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	BOPIX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	BOPIX vs AMFEX

Other Mutual Funds from Sterling Capital

The 10 most viewed Sterling Capital mutual funds shown here include BEGIX, STRGX, BIBTX and span 9 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BEGIX	Sterling Capital Equity Income Fund	Dividend, Large Cap Value Equities	25	8.95%	—	Jun 2004	BOPIX vs BEGIX
STRGX	Sterling Capital Stratton Mid Cap Value Fund	Mid Cap Blend Equities	55	19.22%	—	Sep 1972	BOPIX vs STRGX
BIBTX	Sterling Capital Total Return Bond Fund	Intermediate Core Bond	19	-0.80%	—	Dec 1999	BOPIX vs BIBTX
SCSPX	Sterling Capital Quality Income Fund	Intermediate Core Bond	30	-0.25%	—	Jun 2011	BOPIX vs SCSPX
SCCPX	Sterling Capital Long Duration Corporate Bond Fund	Corporate Bonds	5	-3.07%	—	Jun 2011	BOPIX vs SCCPX
BBISX	Sterling Capital Behavioral Large Cap Value Equity...	Large Cap Value Equities	97	22.46%	—	Oct 1992	BOPIX vs BBISX
STMDX	Sterling Capital Stratton Real Estate Fund	REIT	46	17.19%	—	May 1980	BOPIX vs STMDX
STSCX	Sterling Capital Stratton Small Cap Value Fund	Small Cap Blend Equities	83	22.23%	—	Apr 1993	BOPIX vs STSCX
BBNTX	Sterling Capital North Carolina Intermediate Tax-F...	Municipal Bonds	42	-0.75%	—	Oct 1992	BOPIX vs BBNTX
SPSCX	Sterling Capital Behavioral Small Cap Value Equity...	Small Cap Value Equities	92	24.52%	—	Jan 1997	BOPIX vs SPSCX

Often Compared With BOPIX

Investors most often compare BOPIX with VOO, OWVAX, BVATX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	68	10.16%	1.70T	Sep 2010	BOPIX vs VOO
OWVAX	Sterling Capital West Virginia Intermediate Tax-Fr...	Municipal Bonds	63	-0.03%	—	Nov 1993	BOPIX vs OWVAX
BVATX	Sterling Capital Virginia Intermediate Tax Free Fu...	Municipal Bonds	39	-0.72%	—	May 1999	BOPIX vs BVATX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	Large Cap Blend Equities	69	9.35%	—	Jul 2017	BOPIX vs WBREOX
FNSTX	Fidelity Infrastructure Fund	Infrastructure Equities, Large Cap Blend Equities	24	5.53%	—	Nov 2019	BOPIX vs FNSTX
BSCIX	Sterling Capital South Carolina Intermediate Tax-F...	Municipal Bonds	53	-0.46%	—	Oct 1997	BOPIX vs BSCIX
SGOIX	First Eagle Overseas Fund Class I	Foreign Large Cap Equities	80	12.13%	—	—	BOPIX vs SGOIX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	87	19.82%	—	Dec 2011	BOPIX vs DHAMX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	72	10.81%	—	Mar 2025	BOPIX vs FGJEX
ALSMX	Archer Multi Cap Fund	Large Cap Blend Equities	67	18.47%	—	Dec 2019	BOPIX vs ALSMX
GQEIX	GQG Partners US Select Quality Equity Fund	Quality Factor, Large Cap Blend Equities	15	5.88%	—	Sep 2018	BOPIX vs GQEIX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	45	6.65%	—	Sep 2022	BOPIX vs FEQHX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	Large Cap Blend Equities	90	20.70%	96.10B	Nov 2001	BOPIX vs VPMAX
FULVX	Fidelity U.S. Low Volatility Equity Fund	Low Volatility	—	—	—	Nov 2019	BOPIX vs FULVX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio Cl...	Large Cap Blend Equities	49	6.91%	—	Jan 1990	BOPIX vs PAGRX
NWAUX	Nationwide GQG US Quality Equity Fund	Quality Factor, Large Cap Blend Equities	13	5.53%	—	Jan 2021	BOPIX vs NWAUX
FGLGX	Fidelity Series Large Cap Stock Fund	Large Cap Blend Equities	76	11.16%	—	Dec 2012	BOPIX vs FGLGX
ORDNX	North Square Preferred and Income Securities Fund	Preferred Stock	59	1.10%	—	Jun 2013	BOPIX vs ORDNX
MUHLX	Muhlenkamp Fund	Large Cap Blend Equities	59	11.61%	—	Nov 1988	BOPIX vs MUHLX
FTRIX	Fidelity Advisor Mega Cap Stock Fund Class I	Large Cap Blend Equities	72	10.68%	—	Feb 2008	BOPIX vs FTRIX

Compare BOPIX with Any Fund or Stock

Compare BOPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair BOPIX with funds that move differently

Sterling Capital Special Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BOPIX.

Explore BOPIX Diversifiers

Sterling Capital Special Opportunities Fund (BOPIX) Alternatives