Sterling Capital South Carolina Intermediate Tax Free Fund Institutional Shares (BSCIX)

Fund Assets	20.79M
Expense Ratio	0.66%
Min. Investment	$1,000,000
Turnover	16.00%
Dividend (ttm)	0.29
Dividend Yield	2.87%
Dividend Growth	0.26%
Payout Frequency	Monthly
Ex-Dividend Date	Sep 30, 2026

Previous Close	9.99
YTD Return	-2.85%
1-Year Return	-1.71%
5-Year Return	0.99%
52-Week Low	9.84
52-Week High	10.62
Beta (5Y)	0.19
Holdings	38
Inception Date	Oct 20, 1997

About BSCIX

Sterling Capital South Carolina Intermediate Tax-Free Fund Institutional Shares is an actively managed municipal bond mutual fund focused on generating current income that is exempt from federal and South Carolina state income taxes while emphasizing preservation of capital. The strategy targets the intermediate portion of the yield curve, using top‑down duration and yield‑curve positioning with a focus on high‑quality, liquid issues to balance income and price stability. The portfolio is non-diversified and typically maintains a dollar‑weighted average maturity of more than three years but less than ten years, aligning interest‑rate sensitivity with its intermediate mandate. Institutional Shares date back to 1997 and employ an approach centered on relative value across sectors, with disciplined buy and sell criteria to optimize risk‑adjusted total return. As of June 30, 2025, the fund reported an effective duration indicative of intermediate exposure and distributed tax‑exempt income monthly, reflecting its income orientation. The fund plays a niche role for investors seeking state‑specific municipal exposure, offering targeted tax efficiency for South Carolina residents within the broader U.S. municipal bond market.

• Fund Family: Sterling Capital Funds
• Category: Muni Single State Interm
• Performance Rating: Average
• Risk Rating: Below Average
• Stock Exchange: Nasdaq
• Ticker Symbol: BSCIX
• Share Class: Institutional Class
• Index: ICE BofA Municipals 2-17 Years TR

Performance

BSCIX had a total return of -1.71% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.20%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
BASCX	A Class	0.91%
BSCCX	C Shares	1.66%

Dividend History

Ex-Dividend	Amount	Pay Date
Sep 30, 2026	$0.02462	Oct 1, 2026
Aug 31, 2026	$0.02454	Sep 1, 2026
Jul 31, 2026	$0.02476	Aug 3, 2026
Jun 30, 2026	$0.02359	Jul 1, 2026
May 29, 2026	$0.02397	Jun 1, 2026
Apr 30, 2026	$0.02376	May 1, 2026

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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