Advertisement
Skip to Content
Morningstar

Sterling Capital VA Interm Tax-Free I BVATX

Morningstar Analyst Rating
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

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis BVATX

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

People Pillar

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

Summary

|

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.

Unlock our full analysis with Morningstar Investor