BMAAX : Sterling Capital Maryland Intermediate Tax-Free Fund Class A

BMAAX is a Bond Market Municipal Bond with HIGH fees.

BMAAX

Sterling Capital Maryland Intermediate Tax-Free Fund Class A

FI Score

21 /100

Expense Ratio Rating

3 /10

Expense Rating

1 /10

Market Score

0 /10

Category Score

8 /10

Market Size

0 /10

21% FI Score
  • bmaax
  • Mutual Fund
  • Bond
  • Municipal Bond

Sterling Capital Maryland Intermediate Tax-Free Fund Class A

Expenses: 0.92% (Better than 0% of similar funds)

This is a bad choice for a Municipal Bond Bond fund. See why ยป

Fund Summary

The investment seeks current income exempt from federal and Maryland income taxes consistent with preservation of capital. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in investments the income from which is exempt from federal income tax, alternative minimum tax, and Maryland personal income tax ("Maryland Tax-Exempt Obligations"). It invests in Maryland municipal securities only if they are "investment grade". The fund will maintain an average duration of 3.5 to 8 years. It is non-diversified.

Largest Holdings

Amount Holding
5.14% MONTGOMERY CNTY MD 5%
4.81% WASHINGTON SUBN SAN DIST MD 5%
4.47% MARYLAND ST HEALTH & HIGHER EDL FACS AUTH REV 5%
4.45% MONTGOMERY CNTY MD SPL OBLIG 4%
4.45% MARYLAND ST HEALTH & HIGHER EDL FACS AUTH REV 5%
4.38% ANNE ARUNDEL CNTY MD 5%
4.07% DORCHESTER CNTY MD 5%
4.00% WASHINGTON SUBN SAN DIST MD 5%
3.93% CALVERT CNTY MD 4%
3.88% WORCESTER CNTY MD 4%

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