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BSCIX vs CFMOX

Both BSCIX and CFMOX are mutual funds. BSCIX has a lower 5-year return than CFMOX (2.3% vs 2.55%). BSCIX has a lower expense ratio than CFMOX (0.56% vs 0.62%). Below is the comparison between BSCIX and CFMOX.

BSCIX CFMOX
Security Type Mutual fund Mutual fund
Segment Tax Exempt Fixed Income: Muni Single State Interm Tax Exempt Fixed Income: Muni Single State Interm
Family Sterling Capital Funds Commerce
Net Assets $71.80M $392.80M
Expense Ratio 0.56% 0.62%
Management Style active active
Dividend Yield 1.77% 1.76%
Minimum Investment $1,000,000.00 $3,000.00
YTD Return 0.98% 1.13%
1-Year Return 1.05% 0.99%
3-Year Return 4.03% 4.07%
5-Year Return 2.30% 2.55%
10-Year Return 2.97% 3.11%

BSCIX description

The Fund seeks current income consistent with preservation of capital. The Fund invests at least 80% of its assets in municipal securities includes municipal notes & bonds, general obligation bonds, special revenue bonds and tax-exempt commercial paper which is exempt from federal and South Carolina personal income taxes.

BSCIX performance & returns

YTD Return 0.98%
1-Month Return 0.58%
3-Month Return 1.05%
1-Year Return 1.05%
3-Year Return 4.03%
5-Year Return 2.30%
10-Year Return 2.97%
BSCIX expense ratio is 0.56%.

BSCIX holdings

Top 10 Holdings (24.04% of Total Assets)

Name Symbol % Assets
HORRY CNTY S C SCH DIST 5% N/A 2.66%
LANCASTER CNTY S C SCH DIST 4% N/A 2.63%
Federated Hermes Treasury Obl IS TOIXX 2.55%
SPARTANBURG S C WTRWKS REV 5% N/A 2.49%
ANDERSON CNTY S C SCH DIST NO 002 5% N/A 2.42%
COLUMBIA S C WTRWKS & SWR SYS REV 5% N/A 2.39%
RICHLAND CNTY S C SCH DIST NO 002 4% N/A 2.31%
BROOKLAND CAYCE S C SCH DIST NO 002 5% N/A 2.23%
ORANGEBURG CNTY S C FACS CORP INSTALLMENT PUR REV 5% N/A 2.19%
LANCASTER EDL ASSISTANCE PROGRAM INC. SOUTH CAROLINA INSTALLMENT PUR REV 5% N/A 2.17%

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CFMOX description

The Fund seeks income exempt from federal and, to the extent possible, Missouri income taxes, as is consistent with the preservation of capital. The Fund pursues this objective through investment primarily in Missouri Obligations.

CFMOX performance & returns

YTD Return 1.13%
1-Month Return 0.64%
3-Month Return 0.99%
1-Year Return 0.99%
3-Year Return 4.07%
5-Year Return 2.55%
10-Year Return 3.11%
CFMOX expense ratio is 0.62%.

CFMOX holdings

Top 10 Holdings (15.73% of Total Assets)

Name Symbol % Assets
State Street Instl US Govt MMkt Premier GVMXX 3.96%
MISSOURI ST HEALTH & EDL FACS AUTH REV 0.09% N/A 2.26%
KANSAS CITY MO 4.5% N/A 1.50%
MISSOURI ST HEALTH & EDL FACS AUTH EDL FACS REV 0.1% N/A 1.31%
MISSOURI DEV FIN BRD CULTURAL FACS REV 0.1% N/A 1.31%
GREENE CNTY MO 5% N/A 1.20%
MISSOURI ST HEALTH & EDL FACS AUTH HEALTH FACS REV 5% N/A 1.15%
BLAIR OAKS R-II SCH DIST MO 5% N/A 1.04%
COLUMBIA MO WTR & ELEC REV 5% N/A 1.01%
HANNIBAL MO INDL DEV AUTH HEALTH FACS REV 5% N/A 0.99%

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