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Morningstar

Sterling Capital SC Interm Tax-Free C BSCCX

Morningstar Medalist Rating
Medalist Rating as of | See Sterling Capital Investment Hub
  • NAV / 1-Day Return 10.46  /  0.00 %
  • Total Assets 30.7 Mil
  • Adj. Expense Ratio
    1.640%
  • Expense Ratio 1.640%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Muni Single State Interm
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.44%
  • Effective Duration 4.89 years

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:17 AM GMT+0

Morningstar’s Analysis BSCCX

Will BSCCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BSCCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BSCCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BSCCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Sterling Capital SC Interm Tax-Free C to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BSCCX

More BSCCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MT PLEASANT S C 5%

4.01 1.3 Mil
municipal

Federated Hermes Treasury Obl IS

3.96 1.2 Mil
Cash and Equivalents

SPARTANBURG CNTY S C SCH DIST NO 005 5%

3.66 1.1 Mil
municipal

LUGOFF-ELGIN WTR AUTH S C WTRWKS SYS REV 5%

3.60 1.1 Mil
municipal

OCONEE CNTY S C 5%

3.60 1.1 Mil
municipal

SPARTANBURG CNTY S C SCH DIST NO 004 5%

3.56 1.1 Mil
municipal

COLUMBIA S C WTRWKS & SWR SYS REV 5.25%

3.55 1.1 Mil
municipal

GREENWOOD CNTY S C HOSP REV 5%

3.55 1.1 Mil
municipal

CHARLESTON S C WTRWKS & SWR REV 5%

3.53 1.1 Mil
municipal

FLORENCE CNTY S C HOSP REV 5%

3.53 1.1 Mil
municipal