BWVAX : Sterling Capital West Virginia Intermediate Tax-Free Fund Class A

BWVAX is a Bond Market Municipal Bond with HIGH fees.

BWVAX

Sterling Capital West Virginia Intermediate Tax-Free Fund Class A

FI Score

31 /100

Expense Ratio Rating

4 /10

Expense Rating

2 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

31% FI Score
  • bwvax
  • Mutual Fund
  • Bond
  • Municipal Bond

Sterling Capital West Virginia Intermediate Tax-Free Fund Class A

Expenses: 0.81% (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 West 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 West Virginia personal income tax ("West Virginia Tax-Exempt Obligations"). It primarily invests in municipal securities of West Virginia and its political subdivisions that provide income exempt from both federal personal income tax and West 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
4.15% WEST VIRGINIA ECONOMIC DEV AUTH LEASE REV 5%
3.43% WEST VIRGINIA ST WTR DEV AUTH WTR DEV REV 5%
3.04% WEST VIRGINIA ST 5%
3.01% WEST VA PKWYS AUTH TPK TOLL REV 5%
2.98% WEST VIRGINIA UNIV REVS 5%
2.95% OHIO CNTY W VA BRD ED 3%
2.92% WEST VIRGINIA ST 5%
2.63% OHIO CNTY W VA BRD ED 4%
2.61% WEST VIRGINIA ECONOMIC DEV AUTH LEASE REV 5%
2.59% MONONGALIA CNTY W VA BLDG COMMN REV 5%
2.57% WEST VIRGINIA ST HOSP FIN AUTH HOSP REV 5.38%
2.46% WEST VA PKWYS AUTH TPK TOLL REV 5%
2.40% WEST VIRGINIA ST 5%
2.37% OHIO CNTY W VA BRD ED 3%
2.30% WEST VIRGINIA ST 4%
2.28% WEST VA ST SCH BLDG AUTH LOTTERY REV 5%
2.26% WEST VA PKWYS AUTH TPK TOLL REV 5%
2.24% WEST VIRGINIA UNIV REVS 5%
2.20% WEST VA ECONOMIC DEV AUTH EXCESS LOTTERY REV 5%
2.04% WEST VIRGINIA UNIV REVS 5%
1.96% BERKELEY CNTY W VA PUB SVC SWR DIST SWR REV 4.5%
1.75% MARSHALL UNIV W VA UNIV REVS 5%
1.75% WEST VIRGINIA SCH BLDG AUTH REV 5%
1.71% WEST VA ECONOMIC DEV AUTH EXCESS LOTTERY REV 5%
1.64% WOOD CNTY W VA BRD ED 4%

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