BVAAX Mutual Fund

BVAAX Mutual Fund (Sterling Capital Virginia Intermediate Tax Free Fund Class A) is managed by Sterling Capital Funds with $6.4M in net assets. BVAAX expense ratio is 0.87%, holding 43 positions across sectors including Financials. Inception date: 1999-05-17.

BVAAX performance shows a YTD return of -0.98%. The 1-year return is 1.41% and the 5-year return is -0.16%. BVAAX dividend yield stands at 2.36%, paid monthly.

BVAAX top holdings include Suffolk Va 5% 2043-02-01 (4.5%), County Of Spotsylvania Va 5 2037-01-15 (3.3%), Virginia St Pub Sch Auth Spl Oblig Henrico Cnty 5% 2030-08-15 (3.3%), Va Albdev 5 06/01/2040 (3.3%), Norfolk Va Wtr Rev 5% 2044-11-01 (3.2%). Go to all BVAAX holdings, BVAAX sectors, or BVAAX dividends.

BVAAX can be compared against other funds. Use BVAAX overlap to find shared positions, or BVAAX vs another fund for a side-by-side view. BVAAX alternatives are available via the screener, along with tax-loss harvesting opportunities.