Sterling Capital West Virginia IntermediateBWVAX
Type
Mutual fund
Peer group
Municipal bond
Net assets
$48.3M
Expense ratio
0.86%
1-year return
-18.6%
3 years, a year
-11.1%
5 years, a year
-7.5%
Holdings
44
What it aims to do.
The Fund seeks current income exempt from federal and West Virginia income taxes consistent with preservation of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| West Va Pkwys Auth | 4.21% |
| Berkeley Cnty W Va Brd Ed | 3.72% |
| West Virginia Univ | 3.47% |
| Putnam Cnty W Va Brd Ed | 3.43% |
| West Va Economic Dev Auth | 3.35% |
| Wood Cnty W Va Brd Ed | 3.32% |
| West Virginia St | 3.24% |
| West Virginia St Hosp Fin Auth | 3.09% |
| Marshall Univ W Va | 3.03% |
| Ohio Cnty W Va Cnty Commn | 2.69% |
More on BWVAX.
- BWVAX overview
- BWVAX holdings
- BWVAX risk
- BWVAX costs
- BWVAX money in and out
- BWVAX share classes
- Compare BWVAX 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.