Sterling Capital Virginia Intermediate Tax-FreeBVAAX

MUTUAL FUNDSterling
Type
Mutual fund
Peer group
Municipal bond
Net assets
$32.0M
Expense ratio
0.87%
1-year return
-19.0%
3 years, a year
-11.9%
5 years, a year
-8.0%
Holdings
39

What it aims to do.

The Fund seeks current income exempt from federal and Virginia income taxes consistent with preservation of capital.

Top 10 holdings.

Holding% of fund
Fairfax Cnty Va3.89%
Suffolk Va3.59%
Virginia St Pub Sch Auth3.55%
Upper Occoquan Sew Auth Va3.53%
Roanoke Va3.46%
Hampton Rds Va Transn Accountability Commn3.42%
Virginia St Pub Sch Auth Spl Oblig Chesterfield3.40%
Loudoun Cnty Va Economic Dev Auth3.39%
Virginia College Bldg Auth Va3.37%
Lynchburg Va Economic Dev Auth3.35%

More on BVAAX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.