BWVCX

About BWVCX

Sterling Capital West Virginia Intermediate Tax-Free Fund is an open-end municipal bond fund focused on generating current income that is exempt from federal and West Virginia personal income taxes. The fund primarily invests in tax-exempt municipal securities issued by the state and its political subdivisions, targeting an intermediate interest-rate profile by maintaining an average duration typically between 3.5 and 8 years. It concentrates in a single state and is classified as non-diversified, allowing for meaningful exposure to West Virginia issuers and essential-service revenue bonds that support public infrastructure, education, healthcare, and transportation projects. The strategy emphasizes preservation of capital while delivering tax-advantaged income through a portfolio of investment-grade municipal obligations. Distributions are paid monthly, reflecting the fund’s income-oriented mandate within the muni single-state intermediate category. By channeling capital into West Virginia’s municipal market, the fund serves investors seeking state- and federally tax-exempt income and provides a dedicated vehicle for accessing intermediate-duration municipal credit tied to the region’s fiscal dynamics and public finance needs.