Sterling Capital South Carolina Intermediate Tax Free Fund Institutional Shares

 (MUTF:BSCIX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.64%
   
1 week   +0.21%
   
4 week   +1.07%
   
3 month   +2.02%
   
YTD   +3.17%
   
1 year   +5.98%
   
3 years*   +4.63%
   
5 years*   +3.75%
   
*annualized
Best 3 month return+7.34%  
Worst 3 month return-4.20%  

Morningstar statistics

Morningstar category: Muni Single State Interm
  Return Risk Rating
3 years Average Average
5 years Average Average
10 years Average Average
Overall Average Average

Key statistics

Total assets88.96M 
Front load-  
Deferred load-  
Expense ratio0.56%  
Management fee-  
Fund familySterling Capital Funds 

Asset allocation

Cash7.83%  
Stocks0.00%  
Bonds92.17%  
Other0.00%  

Purchase information

Initial$1,000,000  
Additional$0  
AIP Additional$25  
11.34+0.02(0.18%)
Jun 26, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks current income exempt from federal and South Carolina income taxes consistent with preservation of capital. The fund normally invests at least 80% of its net assets in investments the income from which is exempt from federal income tax, alternative minimum tax, and South Carolina personal income tax. It invests primarily in municipal securities of the State of South Carolina and its political subdivisions that provide income exempt from both federal personal income tax and South Carolina personal income tax. The fund's dollar-weighted average maturity is expected to be more than 3 years but less than 10 years. It is non-diversified.
Fund filings (PDF) »
Asset managers:
Mike McVicker (Started: Feb 1, 2016)
Robert Millikan (Started: Feb 1, 2000)
Advisor Company:
Sterling Capital Management LLC
Fund family reports on Morningstar »
Sterling Capital Funds, 5th Floor,P.O. Box 9762, Providence, RI 02940-9762, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -1.67 -0.49 -0.84 0.21
Beta* 1.05 0.82 0.88 0.81
Mean annual return 0.36 0.24 0.30 0.36
R-squared* 90.24 94.29 94.24 91.41
Standard deviation 1.32 2.79 2.96 3.66
Sharpe ratio 3.12 0.99 1.18 0.91
* Against standard index

Top 10 holdings