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 | 13.69% | $36.67MM | 1.46% | 1.46% | Docs | |
| Equity Funds | BCVCX | Behavioral Large Cap Value Equity Fund | C | 19.74% | $36.67MM | 0.82% | 0.82% | Docs | |
| Equity Funds | BBISX | Behavioral Large Cap Value Equity Fund | I | 20.93% | $36.67MM | 1.79% | 1.79% | Docs | |
| Equity Funds | STRAX | Behavioral Large Cap Value Equity Fund | R6 | 21.01% | $36.67MM | 1.86% | 1.78% | Docs | |
| Equity Funds | SPSAX | Behavioral Small Cap Value Equity Fund | A | 3.46% | $108.08MM | 1.69% | 1.69% | Docs | |
| Equity Funds | SPSDX | Behavioral Small Cap Value Equity Fund | C | 8.91% | $108.08MM | 1.05% | 1.05% | Docs | |
| Equity Funds | SPSCX | Behavioral Small Cap Value Equity Fund | I | 10.03% | $108.08MM | 2.04% | 2.04% | Docs | |
| Equity Funds | STRBX | Behavioral Small Cap Value Equity Fund | R6 | 10.10% | $108.08MM | 2.11% | 2.04% | Docs | |
| Equity Funds | BAEIX | Equity Income Fund | A | -1.28% | $1.57B | 1.12% | 1.12% | Docs | |
| Equity Funds | BCEGX | Equity Income Fund | C | 3.94% | $1.57B | 0.46% | 0.46% | Docs | |
| Equity Funds | BEGIX | Equity Income Fund | I | 5.01% | $1.57B | 1.44% | 1.44% | Docs | |
| Equity Funds | STREX | Equity Income Fund | R6 | 5.13% | $1.57B | 1.54% | 1.43% | Docs | |
| Equity Funds | STRLX | Mid Cap Relative Value Fund | A | 2.88% | $37.78MM | 2.52% | 2.52% | Docs | |
| Equity Funds | STRNX | Mid Cap Relative Value Fund | C | 8.41% | $37.78MM | -0.28% | -0.28% | Docs | |
| Equity Funds | STRGX | Mid Cap Relative Value Fund | I | 9.43% | $37.78MM | 0.65% | 0.65% | Docs | |
| Equity Funds | OVEAX | Mid Value Fund | A | 0.89% | $44.46MM | 0.05% | 0.05% | Docs | |
| Equity Funds | OVECX | Mid Value Fund | C | 6.32% | $44.46MM | -0.68% | -0.68% | Docs | |
| Equity Funds | OVEIX | Mid Value Fund | I | 7.34% | $44.46MM | 0.29% | 0.29% | Docs | |
| Equity Funds | STRMX | Mid Value Fund | R6 | 7.38% | $44.46MM | 0.38% | 0.29% | Docs | |
| Equity Funds | STMMX | Real Estate Fund | A | -0.15% | $69.93MM | 2.51% | 2.51% | Docs | |
| Equity Funds | STMOX | Real Estate Fund | C | 5.16% | $69.93MM | 1.9% | 1.9% | Docs | |
| Equity Funds | STMDX | Real Estate Fund | I | 6.24% | $69.93MM | 2.89% | 2.89% | Docs | |
| Equity Funds | SCREX | Real Estate Fund | R6 | 6.30% | $69.93MM | 2.95% | 2.86% | Docs | |
| Equity Funds | STSNX | Small Cap Value Fund | A | 6.76% | $178.79MM | 0.21% | 0.21% | Docs | |
| Equity Funds | STSOX | Small Cap Value Fund | C | 12.45% | $178.79MM | -0.42% | -0.42% | Docs | |
| Equity Funds | STSCX | Small Cap Value Fund | I | 13.57% | $178.79MM | 0.51% | 0.51% | Docs | |
| Equity Funds | SCSIX | Small Cap Value Fund | R6 | 13.74% | $178.79MM | 0.65% | 0.52% | Docs | |
| Equity Funds | BOPAX | Special Opportunities Fund | A | 13.55% | $431.32MM | -0.43% | -0.43% | Docs | |
| Equity Funds | BOPCX | Special Opportunities Fund | C | 19.56% | $431.32MM | -1.19% | -1.19% | Docs | |
| Equity Funds | BOPIX | Special Opportunities Fund | I | 20.75% | $431.32MM | -0.21% | -0.21% | Docs | |
| Equity Funds | STRSX | Special Opportunities Fund | R6 | 20.88% | $431.32MM | -0.11% | -0.21% | Docs | |
| Fixed Income Funds | BGVAX | Intermediate U.S. Government Fund | A | -0.05% | $17.76MM | 3.11% | 2.93% | Docs | |
| Fixed Income Funds | BIUCX | Intermediate U.S. Government Fund | C | 1.26% | $17.76MM | 2.43% | 2.24% | Docs | |
| Fixed Income Funds | BBGVX | Intermediate U.S. Government Fund | I | 2.28% | $17.76MM | 3.42% | 3.23% | Docs | |
| Fixed Income Funds | SCCMX | Long Duration Corporate Bond Fund | A | -3.92% | $45.57MM | 5.08% | 4.99% | Docs | |
| Fixed Income Funds | SCCNX | Long Duration Corporate Bond Fund | C | -2.55% | $45.57MM | 4.49% | 4.41% | Docs | |
| Fixed Income Funds | SCCPX | Long Duration Corporate Bond Fund | I | -1.70% | $45.57MM | 5.47% | 5.38% | Docs | |
| Fixed Income Funds | STRFX | Long Duration Corporate Bond Fund | R6 | -1.45% | $45.57MM | 5.54% | 5.35% | Docs | |
| Fixed Income Funds | BNCAX | N. Carolina Intermediate Tax-Free Fund | A | -2.05% | $125.25MM | 2.58% | 2.58% | Docs | |
| Fixed Income Funds | BBNCX | N. Carolina Intermediate Tax-Free Fund | C | -0.80% | $125.25MM | 1.89% | 1.89% | Docs | |
| Fixed Income Funds | BBNTX | N. Carolina Intermediate Tax-Free Fund | I | 0.20% | $125.25MM | 2.88% | 2.88% | Docs | |
| Fixed Income Funds | SCSSX | Quality Income Fund | A | 0.13% | $150.50MM | 3.78% | 3.73% | Docs | |
| Fixed Income Funds | SCSTX | Quality Income Fund | C | 1.47% | $150.50MM | 3.22% | 3.17% | Docs | |
| Fixed Income Funds | SCSPX | Quality Income Fund | I | 2.40% | $150.50MM | 4.1% | 4.05% | Docs | |
| Fixed Income Funds | BSGAX | Short Duration Bond Fund | A | 3.17% | $43.36MM | 4.09% | 4.09% | Docs | |
| Fixed Income Funds | BBSCX | Short Duration Bond Fund | C | 4.50% | $43.36MM | 3.43% | 3.43% | Docs | |
| Fixed Income Funds | BBSGX | Short Duration Bond Fund | I | 5.55% | $43.36MM | 4.43% | 4.43% | Docs | |
| Fixed Income Funds | SHTRX | Short Duration Bond Fund | R6 | 5.66% | $43.36MM | 4.53% | 4.43% | Docs | |
| Fixed Income Funds | BASCX | S. Carolina Intermediate Tax-Free Fund | A | -1.73% | $25.59MM | 2.71% | 2.71% | Docs | |
| Fixed Income Funds | BSCCX | S. Carolina Intermediate Tax-Free Fund | C | -0.46% | $25.59MM | 2.02% | 2.02% | Docs | |
| Fixed Income Funds | BSCIX | S. Carolina Intermediate Tax-Free Fund | I | 0.63% | $25.59MM | 3.01% | 3.01% | Docs | |
| Fixed Income Funds | BICAX | Total Return Bond Fund | A | -0.13% | $1.43B | 4.1% | 4.07% | Docs | |
| Fixed Income Funds | BICCX | Total Return Bond Fund | C | 1.14% | $1.43B | 3.43% | 3.4% | Docs | |
| Fixed Income Funds | BIBTX | Total Return Bond Fund | I | 2.15% | $1.43B | 4.43% | 4.4% | Docs | |
| Fixed Income Funds | STRDX | Total Return Bond Fund | R6 | 2.26% | $1.43B | 4.53% | 4.4% | Docs | |
| Fixed Income Funds | BUSRX | Ultra Short Bond Fund | A | 5.58% | $27.77MM | 3.89% | 3.74% | Docs | |
| Fixed Income Funds | BUSIX | Ultra Short Bond Fund | I | 5.85% | $27.77MM | 4.14% | 3.99% | Docs | |
| Fixed Income Funds | BVAAX | Virginia Intermediate Tax-Free Fund | A | -2.15% | $44.41MM | 2.47% | 2.47% | Docs | |
| Fixed Income Funds | BVACX | Virginia Intermediate Tax-Free Fund | C | -0.91% | $44.41MM | 1.8% | 1.8% | Docs | |
| Fixed Income Funds | BVATX | Virginia Intermediate Tax-Free Fund | I | 0.09% | $44.41MM | 2.76% | 2.76% | Docs | |
| Fixed Income Funds | BWVAX | W. Virginia Intermediate Tax-Free Fund | A | -1.28% | $52.24MM | 2.87% | 2.87% | Docs | |
| Fixed Income Funds | BWVCX | W. Virginia Intermediate Tax-Free Fund | C | 0.05% | $52.24MM | 2.33% | 2.33% | Docs | |
| Fixed Income Funds | OWVAX | W. Virginia Intermediate Tax-Free Fund | I | 0.92% | $52.24MM | 3.18% | 3.18% | Docs |
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