BVATX : Sterling Capital Virginia Intermediate Tax-Free Fund Institutional Shares

BVATX is a Bond Market Municipal Bond with MODERATE fees.

BVATX

Sterling Capital Virginia Intermediate Tax-Free Fund Institutional Shares

FI Score

45 /100

Expense Ratio Rating

8 /10

Expense Rating

4 /10

Market Score

1 /10

Category Score

8 /10

Market Size

1 /10

45% FI Score
  • bvatx
  • Mutual Fund
  • Bond
  • Municipal Bond

Sterling Capital Virginia 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 Virginia 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 Virginia personal income tax ("Virginia Tax-Exempt Obligations"). It invests primarily in municipal securities of the Commonwealth of Virginia and its political subdivisions that provide income exempt from both federal personal income tax and Virginia personal income tax. The fund will maintain an average duration of 3.5 to 8 years. It is non-diversified.

Largest Holdings

Amount Holding
3.40% FAIRFAX CNTY VA 5%
3.33% NORFOLK VA 5%
3.23% VIRGINIA COMMLTH TRANSN BRD FED TRANSN GRNT ANTIC REV 5%
3.07% RICHMOND VA 5%
2.96% VIRGINIA COLLEGE BLDG AUTH VA EDL FACS REV 21ST CENTY COLLEGE & EQUIP PROG
2.93% CHESAPEAKE VA 5%
2.82% MANASSAS VA 4%
2.80% VIRGINIA ST PUB BLDG AUTH PUB FACS REV 5%
2.59% NEWPORT NEWS VA 5%
2.53% VIRGINIA COMWLTH TRANSN BRD TRANSN REV 5%
2.52% NORFOLK VA 5%
2.51% ARLINGTON CNTY VA 5%
2.49% ALBEMARLE CNTY VA ECONOMIC DEV AUTH PUB FAC REV 5%
2.48% LEESBURG VA 4%
2.42% ARLINGTON CNTY VA 5%
2.38% VIRGINIA ST PUB SCH AUTH SCH FING 5%
2.29% FAIRFAX CNTY VA 4%
2.22% ALBEMARLE CNTY VA 5%
2.17% SMYTH CNTY VA 5%
2.16% FAIRFAX CNTY VA ECONOMIC DEV AUTH REV 5%
2.14% VIRGINIA COLLEGE BLDG AUTH VA EDL FACS REV 5%
2.06% NORFOLK VA ECONOMIC DEV AUTH HEALTH CARE FACS REV 5%
2.05% ALBEMARLE CNTY VA ECONOMIC DEV AUTH PUB FAC REV 5%
2.04% WASHINGTON D C MET AREA TRAN AUTH GROSS REV 5%
2.02% VIRGINIA BEACH VA 5%

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