Nasdaq - Delayed Quote USD

Sterling Capital NC Interm Tax-Free I (BBNTX)

10.05 -0.02 (-0.20%)
At close: 8:06 AM EDT

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
10,000
Min Subsequent Investment
1,000,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.25

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • JPMorgan
  • Vanguard
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Commonwealth Universe
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • Securities America Inc.
  • Vanguard TF
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

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.

Fund Overview

Category Muni Single State Interm
Fund Family Sterling Capital Funds
Net Assets 131.62M
YTD Return -0.35%
Yield 2.39%
Morningstar Rating
Inception Date Oct 16, 1992

Performance & Risk

YTD Return -1.46%
5y Average Return 0.77%
Rank in Category (ytd) 52
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.75
Morningstar Risk Rating

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