Featured Funds
All Mutual Funds
| Ticker | Fund Name | Share Class | YTD I Shares Performance | Fund Net Assets | SEC 30-Day w/ Waivers | SEC 30-Day w/o Waivers | Fact Sheet | Fund Docs |
|
|---|---|---|---|---|---|---|---|---|---|
| Equity Funds | BBTGX | Behavioral Large Cap Value Equity Fund | A | 18.70% | $83.56MM | 1.25% | 1.25% | Docs | |
| Equity Funds | BCVCX | Behavioral Large Cap Value Equity Fund | C | 24.17% | $83.56MM | 0.60% | 0.60% | Docs | |
| Equity Funds | BBISX | Behavioral Large Cap Value Equity Fund | I | 26.20% | $83.56MM | 1.57% | 1.57% | Docs | |
| Equity Funds | STRAX | Behavioral Large Cap Value Equity Fund | R6 | 26.34% | $83.56MM | 1.77% | 1.59% | Docs | |
| Equity Funds | SPSAX | Behavioral Small Cap Value Equity Fund | A | 17.83% | $79.14MM | 1.00% | 1.00% | Docs | |
| Equity Funds | SPSDX | Behavioral Small Cap Value Equity Fund | C | 23.17% | $79.14MM | 0.36% | 0.36% | Docs | |
| Equity Funds | SPSCX | Behavioral Small Cap Value Equity Fund | I | 25.25% | $79.14MM | 0.05% | 0.05% | Docs | |
| Equity Funds | STRBX | Behavioral Small Cap Value Equity Fund | R6 | 25.28% | $79.14MM | 1.43% | 1.37% | Docs | |
| Equity Funds | DIVGX | Dividend Growth Fund | I | 12.96% | $39.76MM | 0.85% | 0.71% | Docs | |
| Equity Funds | BAEIX | Equity Income Fund | A | 4.40% | $542.20MM | 0.87% | 0.87% | Docs | |
| Equity Funds | BCEGX | Equity Income Fund | C | 9.06% | $542.20MM | 0.17% | 0.17% | Docs | |
| Equity Funds | BEGIX | Equity Income Fund | I | 10.95% | $542.20MM | 1.18% | 1.18% | Docs | |
| Equity Funds | STREX | Equity Income Fund | R6 | 11.11% | $542.20MM | 1.29% | 1.17% | Docs | |
| Equity Funds | STRLX | Mid Cap Relative Value Fund | A | 9.81% | $49.33MM | 0.10% | 0.08% | Docs | |
| Equity Funds | STRNX | Mid Cap Relative Value Fund | C | 14.80% | $49.33MM | -0.65% | -0.67% | Docs | |
| Equity Funds | STRGX | Mid Cap Relative Value Fund | I | 16.75% | $49.33MM | 0.36% | 0.34% | Docs | |
| Equity Funds | SCMCX | Mid Cap Relative Value Fund | R6 | 15.95% | $49.33MM | 0.59% | 0.34% | Docs | |
| Equity Funds | STMMX | Real Estate Fund | A | 4.38% | $56.03MM | 2.45% | 2.45% | Docs | |
| Equity Funds | STMOX | Real Estate Fund | C | 9.07% | $56.03MM | 1.84% | 1.84% | Docs | |
| Equity Funds | STMDX | Real Estate Fund | I | 10.98% | $56.03MM | 2.88% | 2.88% | Docs | |
| Equity Funds | SCREX | Real Estate Fund | R6 | 11.13% | $56.03MM | 3.02% | 2.83% | Docs | |
| Equity Funds | STSNX | Small Cap Value Fund | A | 11.83% | $174.46MM | 0.18% | 0.18% | Docs | |
| Equity Funds | STSOX | Small Cap Value Fund | C | 16.93% | $174.46MM | -0.55% | -0.55% | Docs | |
| Equity Funds | STSCX | Small Cap Value Fund | I | 18.92% | $174.46MM | 0.45% | 0.45% | Docs | |
| Equity Funds | SCSIX | Small Cap Value Fund | R6 | 19.10% | $174.46MM | 0.68% | 0.45% | Docs | |
| Equity Funds | BOPAX | Special Opportunities Fund | A | 2.01% | $344.75MM | -0.29% | -0.29% | Docs | |
| Equity Funds | BOPCX | Special Opportunities Fund | C | 6.50% | $344.75MM | -1.05% | -1.05% | Docs | |
| Equity Funds | BOPIX | Special Opportunities Fund | I | 8.47% | $344.75MM | -0.06% | -0.06% | Docs | |
| Equity Funds | STRSX | Special Opportunities Fund | R6 | 8.57% | $344.75MM | 0.02% | -0.07% | Docs | |
| Fixed Income Funds | BGVAX | Intermediate U.S. Government Fund | A | -2.84% | $22.20MM | 3.66% | 3.45% | Docs | |
| Fixed Income Funds | BIUCX | Intermediate U.S. Government Fund | C | -2.36% | $22.20MM | 2.97% | 2.76% | Docs | |
| Fixed Income Funds | BBGVX | Intermediate U.S. Government Fund | I | -0.56% | $22.20MM | 3.99% | 3.78% | Docs | |
| Fixed Income Funds | SCCMX | Long Duration Corporate Bond Fund | A | -5.63% | $53.78MM | 5.83% | 5.69% | Docs | |
| Fixed Income Funds | SCCNX | Long Duration Corporate Bond Fund | C | -5.14% | $53.78MM | 5.13% | 4.90% | Docs | |
| Fixed Income Funds | SCCPX | Long Duration Corporate Bond Fund | I | -3.52% | $53.78MM | 6.22% | 6.07% | Docs | |
| Fixed Income Funds | STRFX | Long Duration Corporate Bond Fund | R6 | -3.46% | $53.78MM | 6.29% | 6.07% | Docs | |
| Fixed Income Funds | BNCAX | N. Carolina Intermediate Tax-Free Fund | A | -3.00% | $100.26MM | 3.05% | 3.05% | Docs | |
| Fixed Income Funds | BBNCX | N. Carolina Intermediate Tax-Free Fund | C | -2.69% | $100.26MM | 2.34% | 2.34% | Docs | |
| Fixed Income Funds | BBNTX | N. Carolina Intermediate Tax-Free Fund | I | -0.80% | $100.26MM | 3.36% | 3.36% | Docs | |
| Fixed Income Funds | SCSSX | Quality Income Fund | A | -2.55% | $93.97MM | 4.15% | 4.09% | Docs | |
| Fixed Income Funds | SCSTX | Quality Income Fund | C | -2.11% | $93.97MM | 3.47% | 3.41% | Docs | |
| Fixed Income Funds | SCSPX | Quality Income Fund | I | -0.32% | $93.97MM | 4.49% | 4.43% | Docs | |
| Fixed Income Funds | BASCX | S. Carolina Intermediate Tax-Free Fund | A | -2.77% | $20.79MM | 3.13% | 3.12% | Docs | |
| Fixed Income Funds | BSCCX | S. Carolina Intermediate Tax-Free Fund | C | -2.34% | $20.79MM | 2.44% | 2.42% | Docs | |
| Fixed Income Funds | BSCIX | S. Carolina Intermediate Tax-Free Fund | I | -0.65% | $20.79MM | 3.48% | 3.44% | Docs | |
| Fixed Income Funds | BICAX | Total Return Bond Fund | A | -3.15% | $1.42B | 4.67% | 4.62% | Docs | |
| Fixed Income Funds | BICCX | Total Return Bond Fund | C | -2.66% | $1.42B | 4.00% | 3.95% | Docs | |
| Fixed Income Funds | BIBTX | Total Return Bond Fund | I | -0.89% | $1.42B | 5.03% | 4.98% | Docs | |
| Fixed Income Funds | STRDX | Total Return Bond Fund | R6 | -0.91% | $1.42B | 5.13% | 4.98% | Docs | |
| Fixed Income Funds | BVAAX | Virginia Intermediate Tax-Free Fund | A | -3.10% | $23.33MM | 3.09% | 3.09% | Docs | |
| Fixed Income Funds | BVACX | Virginia Intermediate Tax-Free Fund | C | -2.68% | $23.33MM | 2.44% | 2.43% | Docs | |
| Fixed Income Funds | BVATX | Virginia Intermediate Tax-Free Fund | I | -0.90% | $23.33MM | 3.40% | 3.40% | Docs | |
| Fixed Income Funds | BWVAX | W. Virginia Intermediate Tax-Free Fund | A | -2.11% | $44.26MM | 3.38% | 3.38% | Docs | |
| Fixed Income Funds | BWVCX | W. Virginia Intermediate Tax-Free Fund | C | -1.74% | $44.26MM | 2.81% | 2.81% | Docs | |
| Fixed Income Funds | OWVAX | W. Virginia Intermediate Tax-Free Fund | I | 0.05% | $44.26MM | 3.70% | 3.70% | Docs |
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