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 212 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 | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | BBNTX vs VTMFX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | BBNTX vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | BBNTX vs NMTRX | |
| 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 59. There are 448 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 Selective State Municipal Bond Port... | 100 | — | Apr 2022 | BBNTX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | BBNTX vs ATOIX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | BBNTX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | BBNTX vs DFCMX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | BBNTX vs TFCYX |
Top Performing BBNTX Alternatives (YTD)
BBNTX is at 0.62% YTD. There are 459 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 13.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 13.22% | — | Apr 1998 | BBNTX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 9.39% | — | Nov 2002 | BBNTX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 8.29% | — | Nov 2001 | BBNTX vs AFB | |
| Nuveen Virginia Quality Municipal Income Fund | 6.80% | — | Mar 1993 | BBNTX vs NPV | |
| BlackRock MuniYield Michigan Quality Fund | 6.74% | — | Oct 1992 | BBNTX vs MIY |
Lowest Volatility Alternatives to BBNTX
BBNTX has 2.11% 1-year volatility. There are 107 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | BBNTX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.58% | — | Apr 2007 | BBNTX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | BBNTX vs USMSX | |
| DFA Short Term Municipal Bond Portfolio | 0.60% | — | Aug 2002 | BBNTX vs DFSMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.61% | — | May 2016 | BBNTX vs USMTX |
Lowest Drawdown Alternatives to BBNTX
BBNTX has a 1-year max drawdown of -2.81%. There are 248 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 | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | BBNTX vs APUSX | |
| 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 | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | BBNTX vs ATOIX |
Other Mutual Funds from Sterling Capital
The 10 most viewed Sterling Capital mutual funds shown here include BEGIX, STRGX, BIBTX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sterling Capital Equity Income Fund | Large Cap Value Equities | 9 | 4.90% | — | Jun 2004 | BBNTX vs BEGIX | |
| Sterling Capital Stratton Mid Cap Value Fund | Mid Cap Blend Equities | 59 | 21.23% | — | Sep 1972 | BBNTX vs STRGX | |
| Sterling Capital Total Return Bond Fund | Intermediate Core Bond | 22 | 0.54% | — | Dec 1999 | BBNTX vs BIBTX | |
| Sterling Capital Quality Income Fund | Intermediate Core Bond | 30 | 0.75% | — | Jun 2011 | BBNTX vs SCSPX | |
| Sterling Capital Long Duration Corporate Bond Fund | Corporate Bonds | 13 | 1.57% | — | Jun 2011 | BBNTX vs SCCPX | |
| Sterling Capital Special Opportunities Fund | Large Cap Blend Equities | 29 | 7.79% | — | Jun 2003 | BBNTX vs BOPIX | |
| Sterling Capital Ultra Short Bond Fund | Ultrashort Bond | — | — | — | Nov 2012 | BBNTX vs BUSIX | |
| Sterling Capital Stratton Small Cap Value Fund | Small Cap Blend Equities | 85 | 22.67% | — | Apr 1993 | BBNTX vs STSCX | |
| Sterling Capital Stratton Real Estate Fund | REIT | 17 | 13.87% | — | May 1980 | BBNTX vs STMDX | |
| Sterling Capital Behavioral Large Cap Value Equity... | Large Cap Value Equities | 92 | 17.31% | — | Oct 1992 | BBNTX vs BBISX |
Often Compared With BBNTX
Investors most often compare BBNTX with SPSCX, BVATX, BBSGX. 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