Sterling Capital Special Opportunities Fund (BOPIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BOPIX
BOPIX charges 0.87% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among BOPIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | BOPIX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | BOPIX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | BOPIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | BOPIX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | BOPIX vs SSSYX |
Best Risk-Adjusted Alternatives to BOPIX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | BOPIX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | BOPIX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | BOPIX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | BOPIX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | BOPIX vs DHAMX |
Top Performing BOPIX Alternatives (YTD)
BOPIX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | BOPIX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | BOPIX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | BOPIX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | BOPIX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | BOPIX vs RCKSX |
Lowest Volatility Alternatives to BOPIX
BOPIX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | BOPIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | BOPIX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | BOPIX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | BOPIX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | BOPIX vs QUERX |
Lowest Drawdown Alternatives to BOPIX
BOPIX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | BOPIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | BOPIX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | BOPIX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | BOPIX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | BOPIX vs GQEIX |
Other Mutual Funds from Sterling Capital
Most popular Sterling Capital mutual funds on PortfoliosLab, across asset classes.
Often Compared With BOPIX
What investors most often compare with BOPIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | BOPIX vs VOO | |
| Sterling Capital Ultra Short Bond Fund | Ultrashort Bond | 100 | 0.83% | Nov 30, 2012 | BOPIX vs BUSIX | |
| AQR Large Cap Defensive Style Fund | Large Cap Blend Equities | 13 | 0.79% | Jul 9, 2012 | BOPIX vs AUEIX | |
| CIT: BlackRock Equity Index Fund Class 1 | Large Cap Blend Equities | 28 | -7.06% | Jul 24, 2017 | BOPIX vs WBREOX |
Compare BOPIX with Any Fund or Stock
Compare BOPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.