BVATX Mutual Fund

BVATX Mutual Fund (Sterling Capital Virginia Intermediate Tax Free Fund Insti Class) is managed by Sterling Capital Funds with $20.0M in net assets. BVATX expense ratio is 0.62%, holding 39 positions across sectors including Financials, Industrials. Inception date: 1999-05-17.

BVATX performance shows a YTD return of 1.10%. The 1-year return is 4.36% and the 5-year return is 0.41%. BVATX dividend yield stands at 2.56%, paid monthly.

BVATX top holdings include County Of Fairfax Va 5.0% 10/01/2030 (3.9%), City of Suffolk Va (3.6%), Virginia Public School Authority (3.5%), Upper Occoquan Sewage Authority 5 07/01/2037 (3.5%), City Of Roanoke Va 5 2034-04-01 (3.5%). View all BVATX holdings, sector breakdown, or dividend history.

BVATX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BVATX alternatives are available via the screener, along with tax-loss harvesting opportunities.