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 218 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 59. There are 447 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 | |
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | BVATX vs DFSMX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | BVATX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | BVATX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | 99 | — | Apr 2016 | BVATX vs TFCYX |
Top Performing BVATX Alternatives (YTD)
BVATX is at 0.73% YTD. There are 455 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.37%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 11.37% | — | Apr 1998 | BVATX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 10.00% | — | Nov 2002 | BVATX vs NRK | |
| BlackRock MuniYield Michigan Quality Fund | 7.79% | — | Oct 1992 | BVATX vs MIY | |
| AllianceBernstein National Municipal Income Fund | 6.86% | — | Nov 2001 | BVATX vs AFB | |
| BlackRock MuniHoldings California Quality Fund | 6.82% | — | Feb 1998 | BVATX vs MUC |
Lowest Volatility Alternatives to BVATX
BVATX has 2.00% 1-year volatility. There are 96 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 0.55% | — | Aug 2002 | BVATX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | BVATX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.57% | — | Apr 2007 | BVATX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | BVATX vs USMTX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | BVATX vs USMSX |
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 | |
| 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 | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | BVATX vs ATOIX | |
| DFA Short Term Municipal Bond Portfolio | -0.11% | — | Aug 2002 | BVATX 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 BVATX
Investors most often compare BVATX with DNYMX, MUJ, NPV. These 5 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DFA NY Municipal Bond Portfolio | Municipal Bonds | 99 | 1.29% | — | Jun 2015 | BVATX vs DNYMX | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 71 | 6.74% | — | Mar 1998 | BVATX vs MUJ | |
| Nuveen Virginia Quality Municipal Income Fund | Municipal Bonds | 29 | 6.52% | — | Mar 1993 | BVATX vs NPV | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | Municipal Bonds | 19 | 1.00% | — | Dec 2017 | BVATX vs APUSX | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 87 | 2.22% | — | 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