BSCIX : Sterling Capital South Carolina Intermediate Tax Free Fund Institutional Shares

BSCIX is a Bond Market Municipal Bond with MODERATE fees.

BSCIX

Sterling Capital South Carolina Intermediate Tax Free Fund Institutional Shares

FI Score

46 /100

Expense Ratio Rating

8 /10

Expense Rating

4 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

46% FI Score
  • bscix
  • Mutual Fund
  • Bond
  • Municipal Bond

Sterling Capital South Carolina Intermediate Tax Free Fund Institutional Shares

Expenses: 0.56% (Better than 1% 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 South 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 South Carolina personal income tax. It invests primarily in municipal securities of the State of South Carolina and its political subdivisions that provide income exempt from both federal personal income tax and South 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
2.76% HORRY CNTY S C SCH DIST 5%
2.66% LANCASTER CNTY S C SCH DIST 4%
2.51% SPARTANBURG S C WTRWKS REV 5%
2.49% ANDERSON CNTY S C SCH DIST NO 002 5%
2.40% COLUMBIA S C WTRWKS & SWR SYS REV 5%
2.33% RICHLAND CNTY S C SCH DIST NO 002 4%
2.26% BROOKLAND CAYCE S C SCH DIST NO 002 5%
2.23% LANCASTER EDL ASSISTANCE PROGRAM INC. SOUTH CAROLINA INSTALLMENT PUR REV 5%
2.23% ORANGEBURG CNTY S C FACS CORP INSTALLMENT PUR REV 5%
2.21% ORANGEBURG CNTY S C CONS SCH DIST FOUR 5%
2.19% ANDERSON CNTY S C SCH DIST NO 004 5%
2.13% SCAGO EDL FACS CORP FOR CHEROKEE SCH DIST NO 1 S C INSTALLMENT PUR REV 5%
2.03% NEWBERRY S C COMBINED PUB UTIL REV 5%
2.03% SOUTH CAROLINA ST FISCAL ACCOUNTABILITY AUTH LEASE REV 5%
2.01% BROOKLAND CAYCE S C SCH DIST NO 002 5%
1.99% SOUTH CAROLINA JOBS-ECONOMIC DEV AUTH HOSP REV 5%
1.96% SOUTH CAROLINA JOBS-ECONOMIC DEV AUTH ECONOMIC DEV REV 5%
1.96% CHARLESTON EDL EXCELLENCE FING CORP S C REV 5%
1.89% COASTAL CAROLINA UNIV S C HIGHER ED REV 5%
1.87% GREENVILLE HOSP SYS S C HOSP FACS REV 5%
1.84% SOUTH CAROLINA ST 5%
1.83% SOUTH CAROLINA ST 5%
1.79% MT PLEASANT S C 5%
1.70% SOUTH CAROLINA TRANSN INFRASTRUCTURE BK REV 5%
1.65% COLLEGE CHARLESTON S C ACADEMIC & ADMINISTRATIVE FACS REV 5%

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