Sterling Capital West Virginia Intermediate Tax-Free Fund (OWVAX) 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 OWVAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OWVAX
OWVAX 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 | OWVAX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | OWVAX vs VTMFX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | OWVAX vs NMTRX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | OWVAX vs FHMIX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | OWVAX vs FSMUX |
Best Risk-Adjusted Alternatives to OWVAX
OWVAX has a PortfoliosLab risk / return rank of 68. There are 316 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 | OWVAX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | OWVAX vs ATOIX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | OWVAX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | OWVAX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | OWVAX vs DFSMX |
Top Performing OWVAX Alternatives (YTD)
OWVAX is at 1.11% YTD. There are 376 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 | OWVAX vs NRK | |
| Nuveen Municipal Income Fund, Inc. | 8.28% | — | Apr 1998 | OWVAX vs NMI | |
| AllianceBernstein National Municipal Income Fund | 7.53% | — | Nov 2001 | OWVAX vs AFB | |
| Nuveen Virginia Quality Municipal Income Fund | 6.33% | — | Mar 1993 | OWVAX vs NPV | |
| BlackRock MuniYield Michigan Quality Fund | 5.87% | — | Oct 1992 | OWVAX vs MIY |
Lowest Volatility Alternatives to OWVAX
OWVAX has 1.96% 1-year volatility. There are 94 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 | OWVAX vs DFABX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | OWVAX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | OWVAX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | OWVAX vs USMTX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | OWVAX vs DFSMX |
Lowest Drawdown Alternatives to OWVAX
OWVAX has a 1-year max drawdown of -2.38%. There are 121 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 | OWVAX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | OWVAX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | OWVAX vs APUSX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | OWVAX vs TFCYX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | OWVAX 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 | OWVAX vs BEGIX | |
| Sterling Capital Stratton Mid Cap Value Fund | Mid Cap Blend Equities | 55 | 20.07% | — | Sep 1972 | OWVAX vs STRGX | |
| Sterling Capital Total Return Bond Fund | Intermediate Core Bond | 20 | 0.32% | — | Dec 1999 | OWVAX vs BIBTX | |
| Sterling Capital Quality Income Fund | Intermediate Core Bond | 26 | 0.42% | — | Jun 2011 | OWVAX vs SCSPX | |
| Sterling Capital Long Duration Corporate Bond Fund | Corporate Bonds | 11 | 1.12% | — | Jun 2011 | OWVAX vs SCCPX | |
| Sterling Capital Special Opportunities Fund | Large Cap Blend Equities | 31 | 9.15% | — | Jun 2003 | OWVAX vs BOPIX | |
| Sterling Capital Ultra Short Bond Fund | Ultrashort Bond | — | — | — | Nov 2012 | OWVAX vs BUSIX | |
| Sterling Capital Stratton Small Cap Value Fund | Small Cap Blend Equities | 83 | 22.12% | — | Apr 1993 | OWVAX vs STSCX | |
| Sterling Capital Stratton Real Estate Fund | REIT | 11 | 10.95% | — | May 1980 | OWVAX vs STMDX | |
| Sterling Capital North Carolina Intermediate Tax-F... | Municipal Bonds | 56 | 0.72% | — | Oct 1992 | OWVAX vs BBNTX |
Often Compared With OWVAX
Investors most often compare OWVAX with MUJ, BBISX, FXIEX. These 4 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 57 | 5.53% | — | Mar 1998 | OWVAX vs MUJ | |
| Sterling Capital Behavioral Large Cap Value Equity... | Large Cap Value Equities | 92 | 16.92% | — | Oct 1992 | OWVAX vs BBISX | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 79 | 1.92% | — | Jun 2012 | OWVAX vs FXIEX | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 97 | 0.77% | — | Dec 2017 | OWVAX vs FGNSX |
Compare OWVAX with Any Fund or Stock
Compare OWVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OWVAX with funds that move differently
Sterling Capital West Virginia Intermediate Tax-Free Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OWVAX.
Explore OWVAX Diversifiers