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 | BlackRock MuniVest Fund, Inc. | 3% | — | — |
| 2 | BlackRock MuniHoldings Quality Fund II, Inc. | 3% | — | — |
| 3 | Sterling Capital Special Opportunities Fund · BOPIX, BOPAX, BOPCX, STRSX | 3% | 0.77% | Sterling Capital Management LLC |
| 4 | Sterling Capital Mid Cap Relative Value Fund · STRLX, STRNX, STRGX | 3% | 0.81% | Sterling Capital Management LLC |
| 5 | Sterling Capital Real Estate Fund · STMMX, STMOX, STMDX, SCREX | 3% | 0.79% | Sterling Capital Management LLC |
| 6 | STERLING CAPITAL NATIONAL MUNICIPAL BOND ETF cheaper | 3% | 0.35% | — |
| 7 | Sterling Capital Equity Income Fund · BEGIX, BAEIX, BCEGX, STREX | 2% | 0.70% | Sterling Capital Management LLC |
| 8 | Genter Capital Municipal Quality Intermediate ETF · GENM cheaper diff. adviser | 2% | 0.39% | OBP Capital LLC |
| 9 | Sterling Capital North Carolina Intermediate · BBNTX, BNCAX, BBNCX cheaper | 2% | 0.58% | Sterling Capital Management LLC |
| 10 | STERLING CAPITAL SHORT DURATION BOND ETF cheaper | 2% | 0.33% | — |
| 11 | BlackRock Municipal Income Quality Trust | 2% | — | — |
| 12 | Sterling Capital Intermediate U.S. Government Fund · BBGVX, BGVAX, BIUCX cheaper | 2% | 0.56% | Sterling Capital Management LLC |
| 13 | BlackRock MuniVest Fund II, Inc. | 2% | — | — |
| 14 | STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF cheaper | 2% | 0.65% | — |
| 15 | Sterling Capital Small Cap Value Fund · STSNX, STSOX, STSCX, SCSIX | 2% | 0.92% | Sterling Capital Management LLC |
| 16 | Sterling Capital Long Duration Corporate Bond Fund · SCCMX, SCCNX, SCCPX, STRFX cheaper | 2% | 0.38% | Sterling Capital Management LLC |
| 17 | BlackRock National Municipal Fund cheaper diff. adviser | 2% | 0.42% | BlackRock Advisors, LLC |
| 18 | Sterling Capital Virginia Intermediate Tax-Free · BVATX, BVAAX, BVACX cheaper | 2% | 0.62% | Sterling Capital Management LLC |
| 19 | First Trust Flexible Municipal High Income ETF · MFLX diff. adviser | 2% | 1.01% | First Trust Advisors L.P. |
| 20 | Sterling Capital Short Duration Bond Fund · BBSGX, BSGAX, BBSCX, SHTRX cheaper | 1% | 0.44% | Sterling Capital Management LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.