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Morningstar

Sterling Capital WV Interm Tax-Free A BWVAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.59  /  0.01 %
  • Total Assets 87.2 Mil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.810%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Muni Single State Interm
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.73%
  • Effective Duration 4.98 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 BWVAX

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

People Pillar

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

Summary

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Sterling Capital WV Interm Tax-Free A's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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