Sterling Capital North Carolina Intermediate Tax-Free Fund (BBNTX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BBNTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BBNTX
BBNTX charges 0.57% annually. There are 210 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | BBNTX vs LSMSX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | BBNTX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | BBNTX vs FHMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | BBNTX vs VTMFX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | BBNTX vs FSMUX |
Best Risk-Adjusted Alternatives to BBNTX
BBNTX has a PortfoliosLab risk / return rank of 52. There are 451 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | BBNTX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | BBNTX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | BBNTX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | BBNTX vs FHMIX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | BBNTX vs DNYMX |
Top Performing BBNTX Alternatives (YTD)
BBNTX is at 0.25% YTD. There are 461 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.24% | — | Apr 1998 | BBNTX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 9.95% | — | Nov 2002 | BBNTX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 8.09% | — | Oct 1992 | BBNTX vs MIY | |
| AllianceBernstein National Municipal Income Fund | 7.05% | — | Nov 2001 | BBNTX vs AFB | |
| BlackRock MuniHoldings New Jersey Quality Fund | 6.08% | — | Mar 1998 | BBNTX vs MUJ |
Lowest Volatility Alternatives to BBNTX
BBNTX has 2.15% 1-year volatility. There are 112 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.54% | — | Aug 2002 | BBNTX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.55% | — | Apr 2022 | BBNTX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.58% | — | Apr 2007 | BBNTX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.58% | — | May 2016 | BBNTX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.60% | — | May 2016 | BBNTX vs USMTX |
Lowest Drawdown Alternatives to BBNTX
BBNTX has a 1-year max drawdown of -2.81%. There are 245 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | BBNTX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | BBNTX vs ATOIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | BBNTX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | BBNTX vs FHMIX | |
| DFA Short Term Municipal Bond Portfolio | -0.11% | — | Aug 2002 | BBNTX vs DFSMX |
Other Mutual Funds from Sterling Capital
The 10 most viewed Sterling Capital mutual funds shown here include BEGIX, STRGX, BIBTX and span 8 categories.
Often Compared With BBNTX
Investors most often compare BBNTX with BVATX, OWVAX, NPV. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare BBNTX with Any Fund or Stock
Compare BBNTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BBNTX with funds that move differently
Sterling Capital North Carolina Intermediate Tax-Free Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BBNTX.
Explore BBNTX Diversifiers