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 | 14.96% | $76.70MM | 1.27% | 1.27% | Docs | |
| Equity Funds | BCVCX | Behavioral Large Cap Value Equity Fund | C | 20.47% | $76.70MM | 0.61% | 0.61% | Docs | |
| Equity Funds | BBISX | Behavioral Large Cap Value Equity Fund | I | 22.15% | $76.70MM | 1.58% | 1.58% | Docs | |
| Equity Funds | STRAX | Behavioral Large Cap Value Equity Fund | R6 | 22.24% | $76.70MM | 1.77% | 1.60% | Docs | |
| Equity Funds | SPSAX | Behavioral Small Cap Value Equity Fund | A | 16.89% | $80.54MM | 0.80% | 0.80% | Docs | |
| Equity Funds | SPSDX | Behavioral Small Cap Value Equity Fund | C | 22.43% | $80.54MM | 0.13% | 0.13% | Docs | |
| Equity Funds | SPSCX | Behavioral Small Cap Value Equity Fund | I | 24.16% | $80.54MM | 1.10% | 1.10% | Docs | |
| Equity Funds | STRBX | Behavioral Small Cap Value Equity Fund | R6 | 24.20% | $80.54MM | 1.16% | 1.10% | Docs | |
| Equity Funds | DIVGX | Dividend Growth Fund | I | 11.25% | $44.20MM | 0.92% | 0.80% | Docs | |
| Equity Funds | BAEIX | Equity Income Fund | A | 2.78% | $578.87MM | 0.81% | 0.81% | Docs | |
| Equity Funds | BCEGX | Equity Income Fund | C | 7.58% | $578.87MM | 0.14% | 0.14% | Docs | |
| Equity Funds | BEGIX | Equity Income Fund | I | 9.18% | $578.87MM | 1.11% | 1.11% | Docs | |
| Equity Funds | STREX | Equity Income Fund | R6 | 9.28% | $578.87MM | 1.31% | 1.11% | Docs | |
| Equity Funds | STRLX | Mid Cap Relative Value Fund | A | 11.26% | $57.64MM | 0.00% | 0.00% | Docs | |
| Equity Funds | STRNX | Mid Cap Relative Value Fund | C | 16.52% | $57.64MM | -0.71% | -0.71% | Docs | |
| Equity Funds | STRGX | Mid Cap Relative Value Fund | I | 18.21% | $57.64MM | 0.24% | 0.24% | Docs | |
| Equity Funds | SCMCX | Mid Cap Relative Value Fund | R6 | 17.34% | $57.64MM | 0.45% | 0.25% | Docs | |
| Equity Funds | STMMX | Real Estate Fund | A | 9.71% | $62.03MM | 2.29% | 2.29% | Docs | |
| Equity Funds | STMOX | Real Estate Fund | C | 14.89% | $62.03MM | 1.68% | 1.68% | Docs | |
| Equity Funds | STMDX | Real Estate Fund | I | 16.53% | $62.03MM | 2.67% | 2.67% | Docs | |
| Equity Funds | SCREX | Real Estate Fund | R6 | 16.65% | $62.03MM | 2.75% | 2.57% | Docs | |
| Equity Funds | STSNX | Small Cap Value Fund | A | 14.20% | $196.21MM | 0.14% | 0.14% | Docs | |
| Equity Funds | STSOX | Small Cap Value Fund | C | 19.66% | $196.21MM | -0.56% | -0.56% | Docs | |
| Equity Funds | STSCX | Small Cap Value Fund | I | 21.37% | $196.21MM | 0.39% | 0.39% | Docs | |
| Equity Funds | SCSIX | Small Cap Value Fund | R6 | 21.48% | $196.21MM | 0.58% | 0.39% | Docs | |
| Equity Funds | BOPAX | Special Opportunities Fund | A | 1.85% | $348.98MM | -0.23% | -0.23% | Docs | |
| Equity Funds | BOPCX | Special Opportunities Fund | C | 6.59% | $348.98MM | -0.98% | -0.98% | Docs | |
| Equity Funds | BOPIX | Special Opportunities Fund | I | 8.24% | $348.98MM | 0.01% | 0.01% | Docs | |
| Equity Funds | STRSX | Special Opportunities Fund | R6 | 8.30% | $348.98MM | 0.09% | 0.01% | Docs | |
| Fixed Income Funds | BGVAX | Intermediate U.S. Government Fund | A | -2.39% | $22.09MM | 3.32% | 3.13% | Docs | |
| Fixed Income Funds | BIUCX | Intermediate U.S. Government Fund | C | -1.84% | $22.09MM | 2.64% | 2.44% | Docs | |
| Fixed Income Funds | BBGVX | Intermediate U.S. Government Fund | I | -0.28% | $22.09MM | 3.64% | 3.44% | Docs | |
| Fixed Income Funds | SCCMX | Long Duration Corporate Bond Fund | A | -5.00% | $57.31MM | 5.14% | 5.03% | Docs | |
| Fixed Income Funds | SCCNX | Long Duration Corporate Bond Fund | C | -4.32% | $57.31MM | 4.45% | 4.33% | Docs | |
| Fixed Income Funds | SCCPX | Long Duration Corporate Bond Fund | I | -2.93% | $57.31MM | 5.50% | 5.38% | Docs | |
| Fixed Income Funds | STRFX | Long Duration Corporate Bond Fund | R6 | -2.88% | $57.31MM | 5.57% | 5.38% | Docs | |
| Fixed Income Funds | BNCAX | N. Carolina Intermediate Tax-Free Fund | A | -2.77% | $112.00MM | 2.25% | 2.25% | Docs | |
| Fixed Income Funds | BBNCX | N. Carolina Intermediate Tax-Free Fund | C | -2.27% | $112.00MM | 1.55% | 1.55% | Docs | |
| Fixed Income Funds | BBNTX | N. Carolina Intermediate Tax-Free Fund | I | -0.62% | $112.00MM | 2.54% | 2.54% | Docs | |
| Fixed Income Funds | SCSSX | Quality Income Fund | A | -2.42% | $124.27MM | 3.71% | 3.62% | Docs | |
| Fixed Income Funds | SCSTX | Quality Income Fund | C | -1.80% | $124.27MM | 3.04% | 2.94% | Docs | |
| Fixed Income Funds | SCSPX | Quality Income Fund | I | -0.25% | $124.27MM | 4.04% | 3.94% | Docs | |
| Fixed Income Funds | BASCX | S. Carolina Intermediate Tax-Free Fund | A | -2.48% | $21.45MM | 2.36% | 2.36% | Docs | |
| Fixed Income Funds | BSCCX | S. Carolina Intermediate Tax-Free Fund | C | -1.77% | $21.45MM | 1.66% | 1.66% | Docs | |
| Fixed Income Funds | BSCIX | S. Carolina Intermediate Tax-Free Fund | I | -0.32% | $21.45MM | 2.66% | 2.66% | Docs | |
| Fixed Income Funds | BICAX | Total Return Bond Fund | A | -2.84% | $1.49B | 4.46% | 4.39% | Docs | |
| Fixed Income Funds | BICCX | Total Return Bond Fund | C | -2.28% | $1.49B | 3.79% | 3.72% | Docs | |
| Fixed Income Funds | BIBTX | Total Return Bond Fund | I | -0.74% | $1.49B | 4.80% | 4.73% | Docs | |
| Fixed Income Funds | STRDX | Total Return Bond Fund | R6 | -0.68% | $1.49B | 4.90% | 4.73% | Docs | |
| Fixed Income Funds | BVAAX | Virginia Intermediate Tax-Free Fund | A | -2.75% | $29.93MM | 2.17% | 2.17% | Docs | |
| Fixed Income Funds | BVACX | Virginia Intermediate Tax-Free Fund | C | -2.24% | $29.93MM | 1.50% | 1.50% | Docs | |
| Fixed Income Funds | BVATX | Virginia Intermediate Tax-Free Fund | I | -0.68% | $29.93MM | 2.47% | 2.47% | Docs | |
| Fixed Income Funds | BWVAX | W. Virginia Intermediate Tax-Free Fund | A | -1.87% | $47.25MM | 2.63% | 2.63% | Docs | |
| Fixed Income Funds | BWVCX | W. Virginia Intermediate Tax-Free Fund | C | -1.33% | $47.25MM | 1.84% | 1.84% | Docs | |
| Fixed Income Funds | OWVAX | W. Virginia Intermediate Tax-Free Fund | I | 0.23% | $47.25MM | 2.93% | 2.93% | Docs |
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