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Sterling Capital Real Estate C STMOX

Medalist Rating as of | See Sterling Capital Investment Hub
  • NAV / 1-Day Return 34.39  /  +2.56 %
  • Total Assets 65.8 Mil
  • Adj. Expense Ratio
    1.870%
  • Expense Ratio 1.870%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.28%
  • Turnover 6%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 12:21 AM GMT+0

Morningstar’s Analysis STMOX

Will STMOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Sterling Capital Real Estate C's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings STMOX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 54.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

9.40 6.4 Mil
Real Estate

American Tower Corp

9.12 6.2 Mil
Real Estate

Equinix Inc

8.18 5.5 Mil
Real Estate

Welltower Inc

5.00 3.4 Mil
Real Estate

Digital Realty Trust Inc

4.85 3.3 Mil
Real Estate

Invitation Homes Inc

3.80 2.6 Mil
Real Estate

Extra Space Storage Inc

3.68 2.5 Mil
Real Estate

VICI Properties Inc Ordinary Shares

3.67 2.5 Mil
Real Estate

Tanger Inc

3.23 2.2 Mil
Real Estate

Essex Property Trust Inc

3.13 2.1 Mil
Real Estate