Morningstar

Sterling Capital North Carolina Intermediate Tax-Free Fund Class A BNCAX

Morningstar Medalist Rating
Medalist Rating as of | See Sterling Capital Investment Hub
  • NAV / 1-Day Return 10.12  /  0.00
  • Total Assets 111.4M
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • 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 2.43%
  • Effective Duration 5.24 years

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:50 AM GMT+0

Morningstar’s Analysis BNCAX

Will BNCAX 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 BNCAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Sterling Capital NC 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 BNCAX

More BNCAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NORTH CAROLINA ST LTD OBLIG 5%

2.70 3M
municipal

CHARLOTTE N C WTR & SWR SYS REV 5%

2.57 3M
municipal

ORANGE CNTY N C LTD OBLIG 5%

2.18 2M
municipal

RALEIGH N C 5%

2.14 2M
municipal

FORSYTH CNTY N C 5%

2.13 2M
municipal

CHARLOTTE N C CTFS PARTN 5%

2.11 2M
municipal

CONCORD N C 5%

2.11 2M
municipal

UNIVERSITY N C ASHVILLE REV 5%

2.11 2M
municipal

GUILFORD CNTY N C 5%

2.06 2M
municipal

IREDELL CNTY N C 5%

2.03 2M
municipal

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