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BSCIX vs FMHTX

Both BSCIX and FMHTX are mutual funds. BSCIX has a lower 5-year return than FMHTX (2.32% vs 3.29%). BSCIX has a higher expense ratio than FMHTX (0.56% vs 0.48%). Below is the comparison between BSCIX and FMHTX.

BSCIX FMHTX
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 Fidelity Investments
Net Assets $71.80M $730.70M
Expense Ratio 0.56% 0.48%
Management Style active active
Dividend Yield 1.77% 2.14%
Minimum Investment $1,000,000.00 $10,000.00
YTD Return 0.92% 1.87%
1-Year Return 0.78% 1.15%
3-Year Return 3.97% 5.11%
5-Year Return 2.32% 3.29%
10-Year Return 2.99% 4.09%

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 0.92%
1-Month Return 0.24%
3-Month Return 0.78%
1-Year Return 0.78%
3-Year Return 3.97%
5-Year Return 2.32%
10-Year Return 2.99%
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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FMHTX description

The Fund seeks a high level of current income exempt from federal income tax and Michigan personal income tax. Under normal market and economic conditions, the Fund invests at least 80% of assets in investment-grade municipal securities whose interest is exempt from federal and Michigan personal income taxes.

FMHTX performance & returns

YTD Return 1.87%
1-Month Return 0.39%
3-Month Return 1.15%
1-Year Return 1.15%
3-Year Return 5.11%
5-Year Return 3.29%
10-Year Return 4.09%
FMHTX expense ratio is 0.48%.

FMHTX holdings

Top 10 Holdings (10.50% of Total Assets)

Name Symbol % Assets
MICHIGAN ST HOSP FIN AUTH REV 5% N/A 3.16%
WAYNE CNTY MICH ARPT AUTH REV 5% N/A 1.41%
MICHIGAN ST BLDG AUTH REV 5% N/A 1.27%
GREAT LAKES WTR AUTH MICH SEW DISP SYS REV 5% N/A 1.26%
MICHIGAN ST TRUNK LINE 5% N/A 1.18%
MICHIGAN FIN AUTH REV 4% N/A 1.17%
MICHIGAN FIN AUTH REV 5% N/A 1.05%

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