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Sterling Capital SC Interm Tax-Free I (BSCIX)

10.39 0.00 (0.00%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 10.39
  • YTD Return -0.30%
  • Expense Ratio 0.89%
  • Category Muni Single State Interm
  • Last Cap Gain -5.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 31.35M
  • Beta (5Y Monthly) 0.70
  • Yield 2.43%
  • 5y Average Return --
  • Holdings Turnover 32.34%
  • Last Dividend 0.07
  • Inception Date Oct 20, 1997

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.

Sterling Capital Funds

Fund Family

Muni Single State Interm

Fund Category

31.35M

Net Assets

1997-10-20

Inception Date

Performance Overview: BSCIX

Trailing returns as of 4/22/2024. Category is Muni Single State Interm.

YTD Return

BSCIX
0.30%
Category
0.46%
 

1-Year Return

BSCIX
1.80%
Category
2.50%
 

3-Year Return

BSCIX
0.48%
Category
3.78%
 

5-Year Return

BSCIX
1.11%
Category
2.16%
 

Holdings: BSCIX

Top 1 Holdings (3.96% of Total Assets)

SymbolCompany% Assets
TOIXX
Money Market Obligations Trust - Federated Treasury Obligations Fund 3.96%

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