OWVAX Mutual Fund
OWVAX Mutual Fund
OWVAX Mutual Fund
Sterling Capital West Virginia Intermediate Tax-Free Fund Institutional Class
OWVAX Mutual Fund Overview
OWVAX Mutual Fund (Sterling Capital West Virginia Intermediate Tax-Free Fund Institutional Class) is managed by Sterling Capital Funds with $26.5M in net assets. OWVAX expense ratio is 0.61%, holding 45 positions across sectors including Financials, Health Care. Inception date: 1993-12-01.
OWVAX performance shows a YTD return of 0.06%. The 1-year return is 2.95% and the 5-year return is 0.55%. OWVAX dividend yield stands at 2.96%, paid monthly.
OWVAX 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 OWVAX holdings, OWVAX sectors, or OWVAX dividends.
OWVAX can be compared against other funds. Use OWVAX overlap to find shared positions, or OWVAX vs another fund for a side-by-side view. OWVAX alternatives are available via the screener, along with tax-loss harvesting opportunities.