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Sterling Capital Virginia Intermediate Tax-free Fund Institutional Shares (BVATX)
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11.00
-0.02
-0.18%
- Morningstar Rating:
- Total Assets: 38.46M
Sterling Capital VA Interm Tax-Free I
11.00
-0.02
-0.18%
- Overview
- Profile
- Historical Data
- Holdings
Sterling Capital Virginia Intermediate Tax-free Fund Institutional Shares Overview
On this page you'll find an in-depth profile of Sterling Capital Virginia Intermediate Tax-free Fund Institutional Shares. Learn about the key management, total assets, investment strategy and contact information of BVATX among other information.
Investment Strategy
The investment seeks current income exempt from federal and Virginia income taxes consistent with preservation of capital. The fund normally invests at least 80% of its net assets in investments the income from which is exempt from federal income tax, alternative minimum tax, and Virginia personal income tax ("Virginia Tax-Exempt Obligations"). It invests primarily in municipal securities of the Commonwealth of Virginia and its political subdivisions that provide income exempt from both federal personal income tax and Virginia personal income tax. The fund will maintain an average duration of 3.5 to 8 years. It is non-diversified.
Contact Information
Address
5th Floor,P.O. Box 9762
Providence,RI 02940-9762
United States
Providence,RI 02940-9762
United States
Phone
800-228-1872
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Mike P McVicker | Executive Director | 2016 | Now |
| Biography | Mr. McVicker is an Executive Director and Senior Municipal Credit Analyst with additional responsibilities for credits that crossover into the taxable market with Sterling Capital. He joined Sterling Capital in 1992. Prior to joining the fixed income team, he was Sterling’s Director of Operations managing the client reporting and performance team. He has investment experience since 1992 and holds a B.S.B.A. in Finance with a minor in Psychology from the University of North Carolina – Charlotte. | ||
| Robert F. Millikan | Executive Director | 2000 | Now |
| Biography | Robert F. Millikan, CFA, Executive Director, joined BB&T Asset Management in 2000 and Sterling Capital Management through merger in October 2010. He has investment experience since 1990. Bob is responsible for managing the state-specific municipal bond fund portfolios for Sterling Capital Funds as well as for the tax-free funds’ investment policy, research and management. Prior to joining BB&T, he worked for First Citizens Bank as Vice President and Fixed Income Portfolio Manager for both taxable and tax-exempt accounts. Bob is a graduate of Wake Forest University where he received his BA in Economics. He is a past President of the North Carolina Society of Financial Analysts and also a past Chairman of the Board of Directors for the Carolinas Municipal Advisory Council. He is a CFA charterholder. He is currently serving on the CFA North Carolina Strategic Advisory Board. | ||
| Jeffrey J. Schappe | Managing Director | 2005 | 2006 |
| Biography | Mr. Schappe, CFA, is a Managing Director, Chief Market Strategist and Co-Portfolio Manager with Sterling Capital. He joined BB&T Asset Management in 2004 and Sterling Capital through merger in October 2010. Mr. Schappe has banking, research and investment experience since 1991 and holds a B.A. in Journalism and an M.B.A. in Finance, Investments and Banking from the University of Wisconsin, Madison. He is a CFA charterholder. | ||
| Eric Farls | Vice President, Investment Analyst | 2004 | 2006 |
| Biography | Farls is a vice president and investment analyst with the BB&T Asset Management, Inc., his employer since July 2000. He holds the Chartered Financial Analyst designation. | ||
| Richard B. Jones | Vice President, Portfolio Manager | 2004 | 2006 |
| Biography | Jones is a vice president and portfolio manager with Branch Banking and Trust Company, his employer since 1987. Prior to joining the firm, he worked for Bank One Trust Company for four years. Jones holds Chartered Financial Analyst designation. | ||
| David R. Ellis | Portfolio Manager | 1999 | 2006 |
| Biography | Ellis has been a portfolio manager with Branch Banking & Trust since June 1986. Prior to joining the company, he spent four years as a financial consultant with Merrill Lynch. | ||
| C. Steven Brennaman | Vice President | 1999 | 2000 |
| Biography | Steve joined American Express Financial Corporation in September of 2000 as Vice President and Senior Portfolio Manager for American Express Asset Management. Previously, he worked for BB&T Asset Management as a Vice President and Senior Portfolio Manager. | ||
| Keith F. Karlawish | Portfolio Manager | 1999 | 2000 |
| Biography | Karlawish is a portfolio manager with Branch Banking & Trust Company. He joined the company as a financial-analyst team leader in September 1991 and became a portfolio manager in June 1993. Previously, he spent a year as a senior market analyst with Coopers & Lybrand. Karlawish earned his Chartered Financial Analyst designation in 1993. | ||
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