BVATX Mutual Fund

BVATX Mutual Fund (Sterling Capital Virginia Intermediate Tax Free Fund Insti Class) is managed by Sterling Capital Funds with $18.0M in net assets. BVATX expense ratio is 0.62%, holding 41 positions across sectors including Financials. Inception date: 1999-05-17.

BVATX performance shows a YTD return of -1.13%. The 1-year return is -0.63% and the 5-year return is 0.23%. BVATX dividend yield stands at 2.43%, paid monthly.

BVATX 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 BVATX holdings, BVATX sectors, or BVATX dividends.

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