Morningstar

Sterling Capital West Virginia Intermediate Tax-Free Fund Institutional Class OWVAX

Medalist Rating as of Aug 31, 2026 See Sterling Capital Investment Hub

Strategy

The investment seeks current income exempt from federal and West Virginia income taxes consistent with preservation of capital. The fund normally invests at least 80% of its net assets in investments the income from which is exempt from federal income tax, alternative minimum tax, and West Virginia personal income tax ("West Virginia Tax-Exempt Obligations"). It primarily invests in municipal securities of West Virginia and its political subdivisions that provide income exempt from both federal personal income tax and West Virginia personal income tax. The fund will maintain an average duration of 3.5 to 8 years. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
OWVAX	Sterling Capital West Virginia Intermediate Tax-Free Fund Institutional Class	Institutional	Open			Dec 1, 1993	$26.98M	0.610%	High	$1M	−$2.67M
BWVAX	Sterling Capital West Virginia Intermediate Tax-Free Fund Class A	Front Load	Open			Dec 17, 1993	$8.39M	0.860%	High	$1,000	−$1.33M
BWVCX	Sterling Capital West Virginia Intermediate Tax-Free Fund C Shares	Level Load	Open			Feb 1, 2012	$1,878.00	1.610%	High	$1,000	$59.60

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