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 | 10.09% | $132.33MM | 3.37% | 3.37% | Docs | |
| Equity Funds | SBIDX | Behavioral International Equity Fund | C | 9.72% | $132.33MM | 2.83% | 2.83% | Docs | |
| Equity Funds | SBIIX | Behavioral International Equity Fund | I | 10.32% | $132.33MM | 3.83% | 3.83% | Docs | |
| Equity Funds | STRCX | Behavioral International Equity Fund | R6 | 10.20% | $132.33MM | 3.88% | 3.82% | Docs | |
| Equity Funds | BBTGX | Behavioral Large Cap Value Equity Fund | A | 11.98% | $31.16MM | 1.52% | 1.52% | Docs | |
| Equity Funds | BCVCX | Behavioral Large Cap Value Equity Fund | C | 11.60% | $31.16MM | 0.86% | 0.86% | Docs | |
| Equity Funds | BBISX | Behavioral Large Cap Value Equity Fund | I | 12.10% | $31.16MM | 1.87% | 1.87% | Docs | |
| Equity Funds | STRAX | Behavioral Large Cap Value Equity Fund | R6 | 12.11% | $31.16MM | 1.89% | 1.81% | Docs | |
| Equity Funds | SPSAX | Behavioral Small Cap Value Equity Fund | A | 4.37% | $110.11MM | 1.12% | 1.12% | Docs | |
| Equity Funds | SPSDX | Behavioral Small Cap Value Equity Fund | C | 4.02% | $110.11MM | 0.45% | 0.45% | Docs | |
| Equity Funds | SPSCX | Behavioral Small Cap Value Equity Fund | I | 4.43% | $110.11MM | 1.44% | 1.44% | Docs | |
| Equity Funds | STRBX | Behavioral Small Cap Value Equity Fund | R6 | 4.47% | $110.11MM | 1.51% | 1.44% | Docs | |
| Equity Funds | BAEIX | Equity Income Fund | A | 4.90% | $2.00B | 1.25% | 1.25% | Docs | |
| Equity Funds | BCEGX | Equity Income Fund | C | 4.56% | $2.00B | 0.58% | 0.58% | Docs | |
| Equity Funds | BEGIX | Equity Income Fund | I | 5.02% | $2.00B | 1.58% | 1.58% | Docs | |
| Equity Funds | STREX | Equity Income Fund | R6 | 5.05% | $2.00B | 1.68% | 1.58% | Docs | |
| Equity Funds | STRLX | Mid Cap Relative Value Fund | A | 6.30% | $44.49MM | 0.55% | 0.55% | Docs | |
| Equity Funds | STRNX | Mid Cap Relative Value Fund | C | 6.01% | $44.49MM | -0.15% | -0.15% | Docs | |
| Equity Funds | STRGX | Mid Cap Relative Value Fund | I | 6.41% | $44.49MM | 0.84% | 0.84% | Docs | |
| Equity Funds | OVEAX | Mid Value Fund | A | 3.03% | $47.76MM | 0.41% | 0.41% | Docs | |
| Equity Funds | OVECX | Mid Value Fund | C | 2.80% | $47.76MM | -0.31% | -0.31% | Docs | |
| Equity Funds | OVEIX | Mid Value Fund | I | 3.13% | $47.76MM | 0.68% | 0.68% | Docs | |
| Equity Funds | STRMX | Mid Value Fund | R6 | 3.18% | $47.76MM | 0.77% | 0.68% | Docs | |
| Equity Funds | STMMX | Real Estate Fund | A | -3.68% | $74.41MM | 2.78% | 2.78% | Docs | |
| Equity Funds | STMOX | Real Estate Fund | C | -3.96% | $74.41MM | 2.19% | 2.19% | Docs | |
| Equity Funds | STMDX | Real Estate Fund | I | -3.55% | $74.41MM | 3.2% | 3.2% | Docs | |
| Equity Funds | SCREX | Real Estate Fund | R6 | -3.52% | $74.41MM | 3.38% | 3.21% | Docs | |
| Equity Funds | STSNX | Small Cap Value Fund | A | 6.87% | $291.92MM | 0.35% | 0.35% | Docs | |
| Equity Funds | STSOX | Small Cap Value Fund | C | 6.56% | $291.92MM | -0.38% | -0.38% | Docs | |
| Equity Funds | STSCX | Small Cap Value Fund | I | 7.01% | $291.92MM | 0.62% | 0.62% | Docs | |
| Equity Funds | SCSIX | Small Cap Value Fund | R6 | 7.05% | $291.92MM | 0.75% | 0.62% | Docs | |
| Equity Funds | BOPAX | Special Opportunities Fund | A | 4.16% | $495.96MM | -0.32% | -0.32% | Docs | |
| Equity Funds | BOPCX | Special Opportunities Fund | C | 3.79% | $495.96MM | -1.09% | -1.09% | Docs | |
| Equity Funds | BOPIX | Special Opportunities Fund | I | 4.26% | $495.96MM | -0.09% | -0.09% | Docs | |
| Equity Funds | STRSX | Special Opportunities Fund | R6 | 4.30% | $495.96MM | 0% | -0.09% | Docs | |
| Fixed Income Funds | BGVAX | Intermediate U.S. Government Fund | A | -0.92% | $16.68MM | 3.18% | 3.04% | Docs | |
| Fixed Income Funds | BIUCX | Intermediate U.S. Government Fund | C | -1.23% | $16.68MM | 2.49% | 2.35% | Docs | |
| Fixed Income Funds | BBGVX | Intermediate U.S. Government Fund | I | -0.81% | $16.68MM | 3.49% | 3.35% | Docs | |
| Fixed Income Funds | SCCMX | Long Duration Corporate Bond Fund | A | -4.19% | $31.13MM | 5.13% | 5.04% | Docs | |
| Fixed Income Funds | SCCNX | Long Duration Corporate Bond Fund | C | -4.52% | $31.13MM | 4.45% | 4.39% | Docs | |
| Fixed Income Funds | SCCPX | Long Duration Corporate Bond Fund | I | -4.10% | $31.13MM | 5.5% | 5.4% | Docs | |
| Fixed Income Funds | STRFX | Long Duration Corporate Bond Fund | R6 | -3.92% | $31.13MM | 5.39% | 5.38% | Docs | |
| Fixed Income Funds | BNCAX | N. Carolina Intermediate Tax-Free Fund | A | -2.19% | $143.44MM | 2.97% | 2.97% | Docs | |
| Fixed Income Funds | BBNCX | N. Carolina Intermediate Tax-Free Fund | C | -2.50% | $143.44MM | 2.28% | 2.28% | Docs | |
| Fixed Income Funds | BBNTX | N. Carolina Intermediate Tax-Free Fund | I | -2.09% | $143.44MM | 3.28% | 3.28% | Docs | |
| Fixed Income Funds | SCSSX | Quality Income Fund | A | -0.99% | $85.52MM | 3.51% | 3.46% | Docs | |
| Fixed Income Funds | SCSTX | Quality Income Fund | C | -1.28% | $85.52MM | 2.81% | 2.76% | Docs | |
| Fixed Income Funds | SCSPX | Quality Income Fund | I | -0.89% | $85.52MM | 3.84% | 3.79% | Docs | |
| Fixed Income Funds | BSGAX | Short Duration Bond Fund | A | 1.40% | $127.28MM | 4.59% | 4.54% | Docs | |
| Fixed Income Funds | BBSCX | Short Duration Bond Fund | C | 1.09% | $127.28MM | 3.92% | 3.88% | Docs | |
| Fixed Income Funds | BBSGX | Short Duration Bond Fund | I | 1.50% | $127.28MM | 4.93% | 4.88% | Docs | |
| Fixed Income Funds | SHTRX | Short Duration Bond Fund | R6 | 1.55% | $127.28MM | 4.93% | 4.88% | Docs | |
| Fixed Income Funds | BASCX | S. Carolina Intermediate Tax-Free Fund | A | -1.74% | $36.62MM | 3.09% | 3.09% | Docs | |
| Fixed Income Funds | BSCCX | S. Carolina Intermediate Tax-Free Fund | C | -1.95% | $36.62MM | 2.4% | 2.4% | Docs | |
| Fixed Income Funds | BSCIX | S. Carolina Intermediate Tax-Free Fund | I | -1.56% | $36.62MM | 3.4% | 3.4% | Docs | |
| Fixed Income Funds | BICAX | Total Return Bond Fund | A | -1.45% | $1.06B | 4.26% | 4.21% | Docs | |
| Fixed Income Funds | BICCX | Total Return Bond Fund | C | -1.75% | $1.06B | 3.59% | 3.54% | Docs | |
| Fixed Income Funds | BIBTX | Total Return Bond Fund | I | -1.24% | $1.06B | 4.6% | 4.55% | Docs | |
| Fixed Income Funds | STRDX | Total Return Bond Fund | R6 | -1.30% | $1.06B | 4.6% | 4.55% | Docs | |
| Fixed Income Funds | BUSRX | Ultra Short Bond Fund | A | 2.22% | $31.10MM | 4.41% | 4.27% | Docs | |
| Fixed Income Funds | BUSIX | Ultra Short Bond Fund | I | 2.33% | $31.10MM | 4.66% | 4.52% | Docs | |
| Fixed Income Funds | BVAAX | Virginia Intermediate Tax-Free Fund | A | -2.25% | $66.60MM | 2.84% | 2.84% | Docs | |
| Fixed Income Funds | BVACX | Virginia Intermediate Tax-Free Fund | C | -2.59% | $66.60MM | 2.13% | 2.15% | Docs | |
| Fixed Income Funds | BVATX | Virginia Intermediate Tax-Free Fund | I | -2.15% | $66.60MM | 3.16% | 3.15% | Docs | |
| Fixed Income Funds | BWVAX | W. Virginia Intermediate Tax-Free Fund | A | -1.78% | $86.68MM | 3.28% | 3.28% | Docs | |
| Fixed Income Funds | BWVCX | W. Virginia Intermediate Tax-Free Fund | C | -2.10% | $86.68MM | 2.62% | 2.62% | Docs | |
| Fixed Income Funds | OWVAX | W. Virginia Intermediate Tax-Free Fund | I | -1.67% | $86.68MM | 3.6% | 3.6% | Docs |
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