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BWVCX Sterling Capital WV Interm Tax-Free C

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Fund BWVCX Sterling Capital WV Interm Tax-Free C WMKMX WesMark WV Municipal Bond  
100% 92%
Annual Fees
(1.55% Exp. Ratio)
(1.06% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.05% annual return
$11,490.82 $13,336.34
Est. savings over 30 yrs +$1,845.52
As of 12/31/16
1 YR RETURN -0.76%
3 YR 1.75%
5 YR 1.13%
10 YR 2.48%
1 YR RETURN 0.06%
3 YR 2.98%
5 YR 2.15%
10 YR 2.97%
The investment seeks current income exempt from federal and West 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 West Virginia personal income tax ("West Virginia Tax-Exempt Obligations"). It primarily invests in municipal securities of West Virginia and its political subdivisions that provide income exempt from both federal personal income tax and West Virginia personal income tax. The fund will maintain an average duration of 3.5 to 8 years. It is non-diversified.
The investment seeks to achieve current income which is exempt from federal income tax and the income taxes imposed by the State of West Virginia. The fund pursues its investment objective by investing at least 80% of its net assets in a professionally managed portfolio consisting primarily of investment-grade securities issued by the State of West Virginia and its political subdivisions, agencies and authorities, and other issuers (such as possessions or territories of the United States), the interest of which is exempt from federal income tax, federal alternative minimum tax (AMT), and West Virginia income tax. It is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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