BWVAX Mutual Fund
BWVAX Mutual Fund
BWVAX Mutual Fund
Sterling Capital West Virginia Intermediate Tax-Free Fund Class A
BWVAX Mutual Fund Overview
BWVAX Mutual Fund (Sterling Capital West Virginia Intermediate Tax-Free Fund Class A) is managed by Sterling Capital Funds with $17.4M in net assets. BWVAX expense ratio is 0.86%, holding 45 positions across sectors including Financials, Health Care. Inception date: 1993-12-17.
BWVAX performance shows a YTD return of -0.11%. The 1-year return is 2.70% and the 5-year return is 0.27%. BWVAX dividend yield stands at 2.70%, paid monthly.
BWVAX top holdings include West Virginia Parkways Authority 5.00% 06/01/2047 (4.5%), Berkeley County Board Of Education/Wv 4 2036-06-01 (3.9%), West Virginia Univ Revs 5% 2043-10-01 (3.6%), Putnam County Board Of Education/Wv 5 06/01/2037 (3.5%), West Virginia Econ Dev Auth Regd B/E Agm 5.00000000 (3.5%). Go to all BWVAX holdings, BWVAX sectors, or BWVAX dividends.
BWVAX can be compared against other funds. Use BWVAX overlap to find shared positions, or BWVAX vs another fund for a side-by-side view. BWVAX alternatives are available via the screener, along with tax-loss harvesting opportunities.