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 260 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 | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | BOPIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | BOPIX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | BOPIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | BOPIX vs FLCPX | |
| Schwab S&P 500 Index Fund | 0.02% | 145.00B | May 1997 | BOPIX vs SWPPX |
Best Risk-Adjusted Alternatives to BOPIX
BOPIX has a PortfoliosLab risk / return rank of 46. There are 264 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 15.30B | Dec 2004 | BOPIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | BOPIX vs VPMAX | |
| Centre American Select Equity Fund | 92 | — | Dec 2011 | BOPIX vs DHAMX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | BOPIX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | BOPIX vs GTLOX |
Top Performing BOPIX Alternatives (YTD)
BOPIX is at 12.93% YTD. There are 63 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.33% | 15.30B | Dec 2004 | BOPIX vs VPCCX | |
| AMG Yacktman Global Fund | 27.94% | — | Jan 2017 | BOPIX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.79% | — | Dec 2015 | BOPIX vs RESGX | |
| Archer Multi Cap Fund | 26.71% | — | Dec 2019 | BOPIX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.41% | — | Jan 1995 | BOPIX vs IGIAX |
Lowest Volatility Alternatives to BOPIX
BOPIX has 14.45% 1-year volatility. There are 358 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | BOPIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | BOPIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.91% | — | Jul 2012 | BOPIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.91% | — | Jul 2012 | BOPIX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | BOPIX vs FULVX |
Lowest Drawdown Alternatives to BOPIX
BOPIX has a 1-year max drawdown of -14.94%. There are 383 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | BOPIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | BOPIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | BOPIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | BOPIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | BOPIX vs QUERX |
Other Mutual Funds from Sterling Capital
The 10 most viewed Sterling Capital mutual funds shown here include BEGIX, STRGX, SCSPX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sterling Capital Equity Income Fund | Large Cap Value Equities | 7 | 2.71% | — | Jun 2004 | BOPIX vs BEGIX | |
| Sterling Capital Stratton Mid Cap Value Fund | Mid Cap Blend Equities | 49 | 17.06% | — | Sep 1972 | BOPIX vs STRGX | |
| Sterling Capital Quality Income Fund | Intermediate Core Bond | 28 | 0.42% | — | Jun 2011 | BOPIX vs SCSPX | |
| Sterling Capital Total Return Bond Fund | Intermediate Core Bond | 22 | 0.43% | — | Dec 1999 | BOPIX vs BIBTX | |
| Sterling Capital Long Duration Corporate Bond Fund | Corporate Bonds | 14 | 0.97% | — | Jun 2011 | BOPIX vs SCCPX | |
| Sterling Capital Stratton Small Cap Value Fund | Small Cap Blend Equities | 71 | 18.04% | — | Apr 1993 | BOPIX vs STSCX | |
| Sterling Capital Stratton Real Estate Fund | REIT | 9 | 8.96% | — | May 1980 | BOPIX vs STMDX | |
| Sterling Capital Ultra Short Bond Fund | Ultrashort Bond | — | — | — | Nov 2012 | BOPIX vs BUSIX | |
| Sterling Capital North Carolina Intermediate Tax-F... | Municipal Bonds | 54 | 0.72% | — | Oct 1992 | BOPIX vs BBNTX | |
| Sterling Capital Behavioral Large Cap Value Equity... | Large Cap Value Equities | 90 | 16.05% | — | Oct 1992 | BOPIX vs BBISX |
Often Compared With BOPIX
Investors most often compare BOPIX with VOO, BBSGX, SPSCX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare BOPIX with Any Fund or Stock
Compare BOPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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