Advertisement
Skip to Content
Morningstar

Sterling Capital SC Interm Tax-Free I BSCIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.62  /  0.08 %
  • Total Assets 38.5 Mil
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.560%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Muni Single State Interm
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 10,000,000
  • Status Open
  • TTM Yield 2.01%
  • Effective Duration 4.91 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:09 PM GMT+00:00

Morningstar’s Analysis BSCIX

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

People Pillar

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

Summary

|

Sterling Capital SC Interm Tax-Free I's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor