BVAAX Mutual Fund

BVAAX Mutual Fund (Sterling Capital Virginia Intermediate Tax Free Fund Class A) is managed by Sterling Capital Funds with $6.6M in net assets. BVAAX expense ratio is 0.87%, holding 41 positions across sectors including Financials. Inception date: 1999-05-17.

BVAAX performance shows a YTD return of -1.41%. The 1-year return is -0.86% and the 5-year return is -0.03%. BVAAX dividend yield stands at 2.20%, paid monthly.

BVAAX top holdings include County Of Spotsylvania Va 5 2037-01-15 (3.4%), Va Albdev 5 06/01/2040 5 06/01/2040 (3.4%), Norfolk Va Wtr Rev 5% 2040-11-01 (3.3%), City of Chesapeake Va (3.3%), Virginia Port Authority, Commonwealth Port Fund Revenue Bonds, Series 2023A 5 07/01/2041 (3.3%). 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.