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Sterling Capital WV Interm Tax-Free A BWVAX

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

Morningstar’s Analysis BWVAX

Will BWVAX outperform in future?

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

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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