Sterling Capital Virginia Intermediate Tax Free Fund (BVATX) 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 BVATX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BVATX
BVATX charges 0.58% annually. There are 220 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 | BVATX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | BVATX vs VTMFX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | BVATX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | BVATX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | BVATX vs FSMUX |
Best Risk-Adjusted Alternatives to BVATX
BVATX has a PortfoliosLab risk / return rank of 57. There are 437 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 | BVATX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | BVATX vs ATOIX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | BVATX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | BVATX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | BVATX vs DFSMX |
Top Performing BVATX Alternatives (YTD)
BVATX is at 0.79% YTD. There are 442 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 9.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen New York AMT Free Quality Municipal Income | 9.28% | — | Nov 2002 | BVATX vs NRK | |
| Nuveen Municipal Income Fund, Inc. | 8.28% | — | Apr 1998 | BVATX vs NMI | |
| AllianceBernstein National Municipal Income Fund | 7.53% | — | Nov 2001 | BVATX vs AFB | |
| Nuveen Virginia Quality Municipal Income Fund | 6.33% | — | Mar 1993 | BVATX vs NPV | |
| BlackRock MuniYield Michigan Quality Fund | 5.87% | — | Oct 1992 | BVATX vs MIY |
Lowest Volatility Alternatives to BVATX
BVATX has 1.98% 1-year volatility. There are 98 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.57% | — | Apr 2022 | BVATX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | BVATX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | BVATX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | BVATX vs USMTX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | BVATX vs DFSMX |
Lowest Drawdown Alternatives to BVATX
BVATX has a 1-year max drawdown of -2.57%. There are 168 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 | BVATX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | BVATX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | BVATX vs APUSX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | BVATX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | BVATX vs FHMIX |
Other Mutual Funds from Sterling Capital
The 10 most viewed Sterling Capital mutual funds shown here include BEGIX, STRGX, BIBTX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sterling Capital Equity Income Fund | Large Cap Value Equities | 8 | 4.38% | — | Jun 2004 | BVATX vs BEGIX | |
| Sterling Capital Stratton Mid Cap Value Fund | Mid Cap Blend Equities | 55 | 20.07% | — | Sep 1972 | BVATX vs STRGX | |
| Sterling Capital Total Return Bond Fund | Intermediate Core Bond | 20 | 0.32% | — | Dec 1999 | BVATX vs BIBTX | |
| Sterling Capital Quality Income Fund | Intermediate Core Bond | 26 | 0.42% | — | Jun 2011 | BVATX vs SCSPX | |
| Sterling Capital Long Duration Corporate Bond Fund | Corporate Bonds | 11 | 1.12% | — | Jun 2011 | BVATX vs SCCPX | |
| Sterling Capital Special Opportunities Fund | Large Cap Blend Equities | 31 | 9.15% | — | Jun 2003 | BVATX vs BOPIX | |
| Sterling Capital Ultra Short Bond Fund | Ultrashort Bond | — | — | — | Nov 2012 | BVATX vs BUSIX | |
| Sterling Capital Stratton Small Cap Value Fund | Small Cap Blend Equities | 83 | 22.12% | — | Apr 1993 | BVATX vs STSCX | |
| Sterling Capital Stratton Real Estate Fund | REIT | 11 | 10.95% | — | May 1980 | BVATX vs STMDX | |
| Sterling Capital North Carolina Intermediate Tax-F... | Municipal Bonds | 56 | 0.72% | — | Oct 1992 | BVATX vs BBNTX |
Often Compared With BVATX
Investors most often compare BVATX with BBISX, MUJ, MUC. These 4 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sterling Capital Behavioral Large Cap Value Equity... | Large Cap Value Equities | 92 | 16.92% | — | Oct 1992 | BVATX vs BBISX | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 57 | 5.53% | — | Mar 1998 | BVATX vs MUJ | |
| BlackRock MuniHoldings California Quality Fund | Municipal Bonds | 35 | 5.45% | — | Feb 1998 | BVATX vs MUC | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 79 | 1.92% | — | Jun 2012 | BVATX vs FXIEX |
Compare BVATX with Any Fund or Stock
Compare BVATX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BVATX with funds that move differently
Sterling Capital Virginia Intermediate Tax Free Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BVATX.
Explore BVATX Diversifiers