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 266 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 | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | BOPIX vs VIIIX |
Best Risk-Adjusted Alternatives to BOPIX
BOPIX has a PortfoliosLab risk / return rank of 30. There are 315 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | BOPIX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | BOPIX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | BOPIX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | BOPIX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | BOPIX vs GTLOX |
Top Performing BOPIX Alternatives (YTD)
BOPIX is at 9.79% YTD. There are 251 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | BOPIX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | BOPIX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | BOPIX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | BOPIX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | BOPIX vs RESGX |
Lowest Volatility Alternatives to BOPIX
BOPIX has 15.09% 1-year volatility. There are 362 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | BOPIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | BOPIX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | BOPIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | BOPIX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | BOPIX vs JEPIX |
Lowest Drawdown Alternatives to BOPIX
BOPIX has a 1-year max drawdown of -14.94%. There are 387 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | 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, BIBTX and span 8 categories.
Often Compared With BOPIX
Investors most often compare BOPIX with VOO, BVATX, WBREOX. These 20 comparison targets span 4 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