Sterling Capital Virginia Intermediate Tax-FreeBVATX
Type
Mutual fund
Peer group
Municipal bond
Net assets
$32.0M
Expense ratio
0.62%
1-year return
+3.5%
3 years, a year
+1.7%
5 years, a year
+0.4%
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 Va | 3.89% |
| Suffolk Va | 3.59% |
| Virginia St Pub Sch Auth | 3.55% |
| Upper Occoquan Sew Auth Va | 3.53% |
| Roanoke Va | 3.46% |
| Hampton Rds Va Transn Accountability Commn | 3.42% |
| Virginia St Pub Sch Auth Spl Oblig Chesterfield | 3.40% |
| Loudoun Cnty Va Economic Dev Auth | 3.39% |
| Virginia College Bldg Auth Va | 3.37% |
| Lynchburg Va Economic Dev Auth | 3.35% |
More on BVATX.
- BVATX overview
- BVATX holdings
- BVATX risk
- BVATX costs
- BVATX money in and out
- BVATX share classes
- Compare BVATX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.