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Sterling Capital KY Interm Tax-Free I (BKITX)

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10.500.00 (0.00%)
At close: 09:00PM EDT

Sterling Capital KY Interm Tax-Free I

Sterling Capital Funds

5th Floor,P.O. Box 9762

Providence, RI 02940-9762

800-228-1872
Management information
Mike P McVicker,Lead manager since 31 January 2016
Mr. McVicker is an Executive Director and Senior Municipal Credit Analyst with additional responsibilities for credits that crossover into the taxable market with Sterling Capital. He joined Sterling Capital in 1992. Prior to joining the fixed income team, he was Sterling’s Director of Operations managing the client reporting and performance team. He has investment experience since 1992 and holds a B.S.B.A. in Finance with a minor in Psychology from the University of North Carolina – Charlotte.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMuni Single State Interm
Fund familySterling Capital Funds
Net assets9.64M
YTD return-0.25%
Yield1.66%
Morningstar rating★★★
Inception date23 Feb 2003

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover7.76%
Average for categoryN/A

Fees and expenses

ExpenseBKITXCategory average
Annual report expense ratio (net)0.71%0.83%
Prospectus net expense ratio0.71%N/A
Prospectus gross expense ratio0.71%N/A
Max 12b1 fee0.00%N/A
Max front end sales loadN/A3.11%
Max deferred sales loadN/A1.00%
3-yr expense projection227N/A
5-yr expense projection395N/A
10-yr expense projection883N/A