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Sterling Capital VA Interm Tax-Free I BVATX

Quantitative rating as of
  • NAV / 1-Day Return 11.31  /  0.01 %
  • Total Assets 77.0 Mil
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.560%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Muni Single State Interm
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 10,000,000
  • Status Open
  • TTM Yield 1.81%
  • Effective Duration 4.77 years

Morningstar’s Analysis BVATX

Will BVATX outperform in future?

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

Summary

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

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