Morningstar

Sterling Capital South Carolina Intermediate Tax Free Fund Institutional Shares BSCIX

Morningstar Medalist Rating
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Medalist Rating as of See Sterling Capital Investment Hub
  • NAV / 1-Day Return $10.06  /  +0.60 %
  • Fund Size $21.5M
  • Adjusted Expense Ratio 0.660%
  • Net Expense Ratio 0.660%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Muni Single State Interm
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 2.91%
  • Average Effective Duration 5.68 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis BSCIX

Will BSCIX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Sterling Capital SC Interm Tax-Free I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BSCIX

More BSCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federated Hermes Treasury Obl Premier

5.30 1M
Cash and Equivalents

RICHLAND CNTY S C SCH DIST NO 002 5%

4.07 838,226
municipal

DORCHESTER CNTY S C SCH DIST NO 004 5%

3.81 784,413
municipal

SOUTH CAROLINA ST 5%

3.75 771,464
municipal

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

3.58 736,952
municipal

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

3.29 676,633
municipal

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

3.25 668,352
municipal

LEXINGTON CNTY S C SCH DIST NO 001 5%

2.99 616,179
municipal

SUMTER CNTY S C 5%

2.57 529,377
municipal

BEAUFORT CNTY S C 5%

2.56 526,576
municipal

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