Sterling Capital West Virginia Intermediate Tax-Free Fund

Scorecard
3 / 5 Stars
Lipper
3 3 4 1 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B- (Buy)

#42 in Muni Single State Interm

U.S. News evaluated 68 Muni Single State Interm Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned -0.99 percent over the past year, 3.74 percent over the past three years, 4.10 percent over the past five years, and 3.38 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.1%
1 Year -1.0%
3 Years (Annualized) 3.7%
5 Years (Annualized) 4.1%
10 Years (Annualized) 3.4%

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Summary

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.

Fees

Fees are Below Average compared to funds in the same category.
Sterling Capital West Virginia Intermediate Tax-Free Fund has an expense ratio of 0.93 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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