BWVCX Mutual Fund
BWVCX Mutual Fund
BWVCX Mutual Fund
Sterling Capital West Virginia Intermediate Tax-Free Fund Class C
BWVCX Mutual Fund Overview
BWVCX Mutual Fund (Sterling Capital West Virginia Intermediate Tax-Free Fund Class C) is managed by Sterling Capital Funds with $1,833.86 in net assets. BWVCX expense ratio is 1.61%, holding 45 positions across sectors including Financials, Health Care. Inception date: 2012-02-01.
BWVCX performance shows a YTD return of -0.50%. The 1-year return is 2.08% and the 5-year return is -0.22%. BWVCX dividend yield stands at 1.98%, paid monthly.
BWVCX 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 BWVCX holdings, BWVCX sectors, or BWVCX dividends.
BWVCX can be compared against other funds. Use BWVCX overlap to find shared positions, or BWVCX vs another fund for a side-by-side view. BWVCX alternatives are available via the screener, along with tax-loss harvesting opportunities.