Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Nuveen North Carolina Municipal Bond Fund · FLNCX, FCNRX, FDCCX diff. adviser | 4% | 0.61% | Nuveen Fund Advisors, LLC |
| 2 | Sterling Capital Special Opportunities Fund · BOPIX, BOPAX, BOPCX, STRSX | 2% | 0.77% | Sterling Capital Management LLC |
| 3 | Sterling Capital South Carolina Intermediate · BSCIX, BASCX, BSCCX | 2% | 0.66% | Sterling Capital Management LLC |
| 4 | Sterling Capital Equity Income Fund · BEGIX, BAEIX, BCEGX, STREX | 2% | 0.70% | Sterling Capital Management LLC |
| 5 | Sterling Capital Mid Cap Relative Value Fund · STRLX, STRNX, STRGX | 2% | 0.81% | Sterling Capital Management LLC |
| 6 | Sterling Capital Real Estate Fund · STMMX, STMOX, STMDX, SCREX | 2% | 0.79% | Sterling Capital Management LLC |
| 7 | STERLING CAPITAL NATIONAL MUNICIPAL BOND ETF cheaper | 2% | 0.35% | — |
| 8 | STERLING CAPITAL SHORT DURATION BOND ETF cheaper | 2% | 0.33% | — |
| 9 | Sterling Capital Intermediate U.S. Government Fund · BBGVX, BGVAX, BIUCX cheaper | 2% | 0.56% | Sterling Capital Management LLC |
| 10 | STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF | 2% | 0.65% | — |
| 11 | Sterling Capital Small Cap Value Fund · STSNX, STSOX, STSCX, SCSIX | 2% | 0.92% | Sterling Capital Management LLC |
| 12 | Sterling Capital Long Duration Corporate Bond Fund · SCCMX, SCCNX, SCCPX, STRFX cheaper | 2% | 0.38% | Sterling Capital Management LLC |
| 13 | Sterling Capital Virginia Intermediate Tax-Free · BVATX, BVAAX, BVACX | 2% | 0.62% | Sterling Capital Management LLC |
| 14 | MFS North Carolina Municipal Bond Fund · MSNCX, MBNCX, MCNCX, MNCLX, MPNCX cheaper diff. adviser | 2% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | Sterling Capital Short Duration Bond Fund · BBSGX, BSGAX, BBSCX, SHTRX cheaper | 1% | 0.44% | Sterling Capital Management LLC |
| 16 | North Carolina Tax-Free Income Series · NTFIX diff. adviser | 1% | 0.74% | Dupree and Company, Inc. |
| 17 | Sterling Capital Ultra Short Bond Fund · BUSRX, BUSIX cheaper | 1% | 0.44% | Sterling Capital Management LLC |
| 18 | BlackRock Municipal 2030 Target Term Trust | 1% | — | — |
| 19 | Sterling Capital Total Return Bond Fund · BIBTX, BICAX, BICCX, STRDX cheaper | 1% | 0.35% | Sterling Capital Management LLC |
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