Sterling Capital Special Opportunities Fund
Shareclass
Sterling Capital Special Opps C (BOPCX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Sterling Capital Special Opportunities Fund
FUND COVERAGE
# of holdings32
% of assets98%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
24 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Microsoft Corp5.53%$21.76M
- 2. S&P Global Inc1.83%$7.18M
- 3. Intuit Inc3.25%$12.8M
- 4. Visa Inc Class A3.52%$13.82M
- 5. Teva Pharmaceutical Industries Ltd ADR4.35%$17.1M
- 6. Alphabet Inc Class C4.02%$15.81M
- 7. T-Mobile US Inc2.25%$8.84M
- 8. Deere & Co1.68%$6.62M
- 9. DexCom Inc3.54%$13.94M
- 10. UnitedHealth Group Inc2.99%$11.76M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Mueller Industries Inc2.26%$8.88M
- 2. Lennar Corp Class A3.19%$12.53M
- 3. Brown & Brown Inc1.6%$6.3M
- 4. Marvell Technology Inc4.46%$17.55M
- 5. Charles Schwab Corp3.18%$12.52M
- 6. CACI International Inc Class A3.16%$12.42M
- 7. Take-Two Interactive Software Inc1.91%$7.49M
- 8. Coherent Corp3.01%$11.84M
- 9. Universal Display Corp0.96%$3.77M
- 10. Apollo Asset Management, Inc.2.96%$11.65M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Sterling Capital Special Opportunities Fund
Totals
Holdings
Assets
Weight
Prisons
3
$54.88M
14%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$67.31M
17%
Borders high risk
0
$0
0%
Total
4
$67.31M
17%
Holdings — 4 flagged holdings
1.
Microsoft Corp
:$21.76M
5.53%
2.
Amazon.com Inc
:$17.32M
4.41%
3.
Alphabet Inc Class C
:$15.81M
4.02%
4.
CACI International Inc Class A
:$12.42M
3.16%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Sterling Capital Special Opportunities Fund BOPCX
Environment
Social
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