BNCAX : Sterling Capital North Carolina Intermediate Tax-Free Fund Class A

BNCAX is a Bond Market Municipal Bond with HIGH fees.

BNCAX

Sterling Capital North Carolina Intermediate Tax-Free Fund Class A

FI Score

35 /100

Expense Ratio Rating

4 /10

Expense Rating

2 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

35% FI Score
  • bncax
  • Mutual Fund
  • Bond
  • Municipal Bond

Sterling Capital North Carolina Intermediate Tax-Free Fund Class A

Expenses: 0.80% (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 North Carolina income taxes consistent with preservation of capital. The fund normally invests at least 80% of its net assets in investments the income from which is exempt from federal income tax, alternative minimum tax, and North Carolina personal income tax. It invests primarily in municipal securities of the State of North Carolina and its political subdivisions, that provide income exempt from both federal personal income tax and North Carolina personal income tax. The fund's dollar-weighted average maturity is expected to be more than 3 years but less than 10 years. It is non-diversified.

Largest Holdings

Amount Holding
3.21% NORTH CAROLINA ST LTD OBLIG 5%
2.97% MECKLENBURG CNTY N C 5%
2.31% FORSYTH CNTY N C 5%
2.22% NORTH CAROLINA ST LTD OBLIG 5%
2.22% CHARLOTTE N C WTR & SWR SYS REV 5%
1.89% NORTH CAROLINA ST 5%
1.81% NORTH CAROLINA MED CARE COMMN HEALTH CARE FACS REV 5%
1.73% CHARLOTTE N C WTR & SWR SYS REV 5%
1.70% CHARLOTTE N C 5%
1.69% CHARLOTTE N C CTFS PARTN 5%
1.68% DURHAM N C CAP FING CORP LTD OBLIG 5%
1.62% FORSYTH CNTY N C 5%
1.57% WAKE CNTY N C 5%
1.55% WAKE CNTY N C LTD OBLIG 5%
1.53% HIGH PT N C COMBINED ENTERPRISE SYS REV 5%
1.51% UNION CNTY N C ENTERPRISE SYS REV 4%
1.47% CHATHAM CNTY N C LTD OBLIG 5%
1.47% NORTH CAROLINA TPK AUTH TRIANGLE EXPWY SYS REV 5%
1.45% WAKE CNTY N C LTD OBLIG 5%
1.43% NORTH CAROLINA ST 5%
1.42% UNION CNTY N C 5%
1.41% SAMPSON CNTY N C LTD OBLIG 5%
1.39% WATAUGA PUB FACS CORP N C LTD OBLIG 5%
1.35% NORTH CAROLINA ST UNIV N C RALEIGH REV 5%
1.34% CHARLOTTE N C 5%

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