Sterling Capital WV Interm Tax-Free I's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
- NAV / 1-Day Return 9.60 / 0.01 %
- Total Assets 87.2 Mil
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Adj. Expense Ratio
- Expense Ratio 0.560%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Muni Single State Interm
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Min. Initial Investment 10,000,000
- Status Open
- TTM Yield 1.99%
- Effective Duration 4.98 years
Morningstar’s Analysis OWVAX
Will OWVAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.