BVATX Mutual Fund

BVATX Mutual Fund (Sterling Capital Virginia Intermediate Tax Free Fund Insti Class) is managed by Sterling Capital Funds with $16.8M in net assets. BVATX expense ratio is 0.62%, holding 43 positions across sectors including Financials. Inception date: 1999-05-17.

BVATX performance shows a YTD return of -0.73%. The 1-year return is 1.75% and the 5-year return is -0.03%. BVATX dividend yield stands at 2.62%, paid monthly.

BVATX 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 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.