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BSCIX vs KTXIX

Both BSCIX and KTXIX are mutual funds. BSCIX has a lower 5-year return than KTXIX (2.3% vs 2.37%). BSCIX has a lower expense ratio than KTXIX (0.56% vs 0.7%). Below is the comparison between BSCIX and KTXIX.

BSCIX KTXIX
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 $182.20M
Expense Ratio 0.56% 0.70%
Management Style active active
Dividend Yield 1.77% 1.48%
Minimum Investment $1,000,000.00 $3,000.00
YTD Return 0.98% 0.67%
1-Year Return 1.05% 0.82%
3-Year Return 4.03% 3.97%
5-Year Return 2.30% 2.37%
10-Year Return 2.97% 3.09%

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 0.98%
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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KTXIX description

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KTXIX performance & returns

YTD Return 0.67%
1-Month Return 0.58%
3-Month Return 0.82%
1-Year Return 0.82%
3-Year Return 3.97%
5-Year Return 2.37%
10-Year Return 3.09%
KTXIX expense ratio is 0.7%.

KTXIX holdings

Top 10 Holdings (23.81% of Total Assets)

Name Symbol % Assets
State Street Instl US Govt MMkt Premier GVMXX 7.64%
KANSAS ST DEV FIN AUTH HEALTH FACS REV 0.12% N/A 3.91%
KANSAS ST DEV FIN AUTH REV 5% N/A 2.28%
WICHITA KANS 3.5% N/A 1.68%
KANSAS ST DEV FIN AUTH HOSP REV 5% N/A 1.60%
LAWRENCE KANS 4% N/A 1.53%
JOHNSON CNTY KANS UNI SCH DIST NO 231 5% N/A 1.42%
JOHNSON CNTY KANS 4% N/A 1.28%
UNIVERSITY KANS HOSP AUTH HEALTH FACS REV 5% N/A 1.27%
SAN MARCOS CALIF UNI SCH DIST 0% N/A 1.20%

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