Morningstar

Sterling Capital South Carolina Intermediate Tax Free Fund Class A BASCX

Morningstar Medalist Rating
Medalist Rating as of | See Sterling Capital Investment Hub
  • NAV / 1-Day Return 10.51  /  −0.10 %
  • Total Assets 21.5M
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Muni Single State Interm
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.49%
  • Effective Duration 5.23 years

USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 1:06 AM GMT+0

Morningstar’s Analysis BASCX

Will BASCX outperform in the 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 BASCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BASCX 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 BASCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Sterling Capital SC Interm Tax-Free A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings BASCX

More BASCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

RICHLAND CNTY S C SCH DIST NO 002 5%

4.13 886,108
municipal

DORCHESTER CNTY S C SCH DIST NO 004 5%

3.91 839,831
municipal

SOUTH CAROLINA ST 5%

3.82 820,561
municipal

CHARLESTON S C WTRWKS & SWR REV 5%

3.62 778,410
municipal

BEAUFORT CNTY S C 5%

3.60 773,411
municipal

PATRIOTS ENERGY GROUP FING AGY S C GAS SUPPLY REV 5.25%

3.59 770,541
municipal

LEXINGTON & RICHLAND CNTYS S C SCH DIST NO 005 5%

3.35 719,624
municipal

SOUTH CAROLINA JOBS-ECONOMIC DEV AUTH HEALTH CARE FACS REV 5%

3.34 718,008
municipal

LEXINGTON CNTY S C SCH DIST NO 001 5%

2.96 634,784
municipal

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

2.73 586,072
municipal

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