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 | SBIAX | Behavioral International Equity Fund | A | 5.45% | $134.34MM | 5.43% | 5.43% | Docs | |
| Equity Funds | SBIDX | Behavioral International Equity Fund | C | 10.18% | $134.34MM | 5.01% | 5.01% | Docs | |
| Equity Funds | SBIIX | Behavioral International Equity Fund | I | 12.11% | $134.34MM | 6.01% | 6.01% | Docs | |
| Equity Funds | STRCX | Behavioral International Equity Fund | R6 | 11.99% | $134.34MM | 6.08% | 6.01% | Docs | |
| Equity Funds | BBTGX | Behavioral Large Cap Value Equity Fund | A | 13.34% | $36.68MM | 1.4% | 1.4% | Docs | |
| Equity Funds | BCVCX | Behavioral Large Cap Value Equity Fund | C | 18.59% | $36.68MM | 0.76% | 0.76% | Docs | |
| Equity Funds | BBISX | Behavioral Large Cap Value Equity Fund | I | 20.52% | $36.68MM | 1.73% | 1.73% | Docs | |
| Equity Funds | STRAX | Behavioral Large Cap Value Equity Fund | R6 | 20.58% | $36.68MM | 1.8% | 1.73% | Docs | |
| Equity Funds | SPSAX | Behavioral Small Cap Value Equity Fund | A | 4.26% | $109.09MM | 1.2% | 1.2% | Docs | |
| Equity Funds | SPSDX | Behavioral Small Cap Value Equity Fund | C | 9.01% | $109.09MM | 0.56% | 0.56% | Docs | |
| Equity Funds | SPSCX | Behavioral Small Cap Value Equity Fund | I | 10.86% | $109.09MM | 1.51% | 1.51% | Docs | |
| Equity Funds | STRBX | Behavioral Small Cap Value Equity Fund | R6 | 10.91% | $109.09MM | 1.58% | 1.52% | Docs | |
| Equity Funds | BAEIX | Equity Income Fund | A | 4.06% | $1.89B | 1.08% | 1.08% | Docs | |
| Equity Funds | BCEGX | Equity Income Fund | C | 8.80% | $1.89B | 0.42% | 0.42% | Docs | |
| Equity Funds | BEGIX | Equity Income Fund | I | 10.65% | $1.89B | 1.39% | 1.39% | Docs | |
| Equity Funds | STREX | Equity Income Fund | R6 | 10.70% | $1.89B | 1.49% | 1.39% | Docs | |
| Equity Funds | STRLX | Mid Cap Relative Value Fund | A | 5.63% | $40.05MM | 0.36% | 0.36% | Docs | |
| Equity Funds | STRNX | Mid Cap Relative Value Fund | C | 10.52% | $40.05MM | -0.33% | -0.33% | Docs | |
| Equity Funds | STRGX | Mid Cap Relative Value Fund | I | 12.29% | $40.05MM | 0.62% | 0.62% | Docs | |
| Equity Funds | OVEAX | Mid Value Fund | A | 2.35% | $48.87MM | 0.12% | 0.12% | Docs | |
| Equity Funds | OVECX | Mid Value Fund | C | 7.04% | $48.87MM | -0.59% | -0.59% | Docs | |
| Equity Funds | OVEIX | Mid Value Fund | I | 8.85% | $48.87MM | 0.37% | 0.37% | Docs | |
| Equity Funds | STRMX | Mid Value Fund | R6 | 8.90% | $48.87MM | 0.45% | 0.37% | Docs | |
| Equity Funds | STMMX | Real Estate Fund | A | 7.07% | $75.57MM | 2.16% | 2.16% | Docs | |
| Equity Funds | STMOX | Real Estate Fund | C | 11.99% | $75.57MM | 1.57% | 1.57% | Docs | |
| Equity Funds | STMDX | Real Estate Fund | I | 13.85% | $75.57MM | 2.53% | 2.53% | Docs | |
| Equity Funds | SCREX | Real Estate Fund | R6 | 13.88% | $75.57MM | 2.61% | 2.53% | Docs | |
| Equity Funds | STSNX | Small Cap Value Fund | A | 8.71% | $197.98MM | 0.13% | 0.13% | Docs | |
| Equity Funds | STSOX | Small Cap Value Fund | C | 13.70% | $197.98MM | -0.59% | -0.59% | Docs | |
| Equity Funds | STSCX | Small Cap Value Fund | I | 15.56% | $197.98MM | 0.37% | 0.37% | Docs | |
| Equity Funds | SCSIX | Small Cap Value Fund | R6 | 15.69% | $197.98MM | 0.5% | 0.38% | Docs | |
| Equity Funds | BOPAX | Special Opportunities Fund | A | 7.15% | $432.33MM | -0.4% | -0.4% | Docs | |
| Equity Funds | BOPCX | Special Opportunities Fund | C | 12.03% | $432.33MM | -1.14% | -1.14% | Docs | |
| Equity Funds | BOPIX | Special Opportunities Fund | I | 13.87% | $432.33MM | -0.18% | -0.18% | Docs | |
| Equity Funds | STRSX | Special Opportunities Fund | R6 | 13.99% | $432.33MM | -0.09% | -0.18% | Docs | |
| Fixed Income Funds | BGVAX | Intermediate U.S. Government Fund | A | 2.34% | $18.81MM | 3.06% | 2.88% | Docs | |
| Fixed Income Funds | BIUCX | Intermediate U.S. Government Fund | C | 2.88% | $18.81MM | 2.38% | 2.2% | Docs | |
| Fixed Income Funds | BBGVX | Intermediate U.S. Government Fund | I | 4.65% | $18.81MM | 3.37% | 3.19% | Docs | |
| Fixed Income Funds | SCCMX | Long Duration Corporate Bond Fund | A | 1.96% | $42.28MM | 4.71% | 4.71% | Docs | |
| Fixed Income Funds | SCCNX | Long Duration Corporate Bond Fund | C | 2.47% | $42.28MM | 4.15% | 4.15% | Docs | |
| Fixed Income Funds | SCCPX | Long Duration Corporate Bond Fund | I | 4.26% | $42.28MM | 5.05% | 5.05% | Docs | |
| Fixed Income Funds | STRFX | Long Duration Corporate Bond Fund | R6 | 4.48% | $42.28MM | 5.15% | 5.15% | Docs | |
| Fixed Income Funds | BNCAX | N. Carolina Intermediate Tax-Free Fund | A | -0.99% | $128.29MM | 2.44% | 2.44% | Docs | |
| Fixed Income Funds | BBNCX | N. Carolina Intermediate Tax-Free Fund | C | -0.53% | $128.29MM | 1.75% | 1.75% | Docs | |
| Fixed Income Funds | BBNTX | N. Carolina Intermediate Tax-Free Fund | I | 1.22% | $128.29MM | 2.74% | 2.74% | Docs | |
| Fixed Income Funds | SCSSX | Quality Income Fund | A | 2.70% | $87.78MM | 3.75% | 3.7% | Docs | |
| Fixed Income Funds | SCSTX | Quality Income Fund | C | 3.23% | $87.78MM | 3.16% | 3.11% | Docs | |
| Fixed Income Funds | SCSPX | Quality Income Fund | I | 4.95% | $87.78MM | 4.07% | 4.02% | Docs | |
| Fixed Income Funds | BSGAX | Short Duration Bond Fund | A | 2.83% | $45.55MM | 4.09% | 4.09% | Docs | |
| Fixed Income Funds | BBSCX | Short Duration Bond Fund | C | 3.35% | $45.55MM | 3.42% | 3.42% | Docs | |
| Fixed Income Funds | BBSGX | Short Duration Bond Fund | I | 5.13% | $45.55MM | 4.42% | 4.42% | Docs | |
| Fixed Income Funds | SHTRX | Short Duration Bond Fund | R6 | 5.21% | $45.55MM | 4.52% | 4.42% | Docs | |
| Fixed Income Funds | BASCX | S. Carolina Intermediate Tax-Free Fund | A | -0.67% | $29.94MM | 2.55% | 2.55% | Docs | |
| Fixed Income Funds | BSCCX | S. Carolina Intermediate Tax-Free Fund | C | -0.10% | $29.94MM | 1.86% | 1.86% | Docs | |
| Fixed Income Funds | BSCIX | S. Carolina Intermediate Tax-Free Fund | I | 1.66% | $29.94MM | 2.85% | 2.85% | Docs | |
| Fixed Income Funds | BICAX | Total Return Bond Fund | A | 2.56% | $1.51B | 4.01% | 3.99% | Docs | |
| Fixed Income Funds | BICCX | Total Return Bond Fund | C | 3.16% | $1.51B | 3.35% | 3.33% | Docs | |
| Fixed Income Funds | BIBTX | Total Return Bond Fund | I | 4.94% | $1.51B | 4.34% | 4.32% | Docs | |
| Fixed Income Funds | STRDX | Total Return Bond Fund | R6 | 4.92% | $1.51B | 4.44% | 4.32% | Docs | |
| Fixed Income Funds | BUSRX | Ultra Short Bond Fund | A | 4.38% | $28.80MM | 3.99% | 3.85% | Docs | |
| Fixed Income Funds | BUSIX | Ultra Short Bond Fund | I | 4.58% | $28.80MM | 4.24% | 4.1% | Docs | |
| Fixed Income Funds | BVAAX | Virginia Intermediate Tax-Free Fund | A | -1.03% | $45.54MM | 2.33% | 2.33% | Docs | |
| Fixed Income Funds | BVACX | Virginia Intermediate Tax-Free Fund | C | -0.57% | $45.54MM | 1.65% | 1.65% | Docs | |
| Fixed Income Funds | BVATX | Virginia Intermediate Tax-Free Fund | I | 1.18% | $45.54MM | 2.63% | 2.63% | Docs | |
| Fixed Income Funds | BWVAX | W. Virginia Intermediate Tax-Free Fund | A | -0.37% | $55.55MM | 2.78% | 2.78% | Docs | |
| Fixed Income Funds | BWVCX | W. Virginia Intermediate Tax-Free Fund | C | 0.17% | $55.55MM | 2.03% | 2.03% | Docs | |
| Fixed Income Funds | OWVAX | W. Virginia Intermediate Tax-Free Fund | I | 1.90% | $55.55MM | 3.09% | 3.09% | Docs |
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