Morningstar

Sterling Capital Real Estate Fund R6 Shares SCREX

Morningstar Medalist Rating
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Medalist Rating as of See Sterling Capital Investment Hub
  • NAV / 1-Day Return $36.04  /  −1.10 %
  • Fund Size $55.9M
  • Adjusted Expense Ratio 0.790%
  • Net Expense Ratio 0.780%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Large
  • Morningstar Category Real Estate
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $10M
  • Investment Status Open
  • TTM Yield 1.87%
  • Turnover Ratio 8%
NAV and 1-Day Return as of

Morningstar’s Analysis SCREX

Will SCREX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCREX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCREX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SCREX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Sterling Capital Rl Estt R6 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings SCREX

More SCREX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Digital Realty Trust Inc

7.49 4M
Real Estate

American Tower Corp

6.74 4M
Real Estate

Ventas Inc

5.63 3M
Real Estate

Equinix Inc

5.54 3M
Real Estate

Welltower Inc

5.54 3M
Real Estate

EastGroup Properties Inc

4.14 2M
Real Estate

Prologis Inc

3.87 2M
Real Estate

Iron Mountain Inc

3.82 2M
Real Estate

First Industrial Realty Trust Inc

3.45 2M
Real Estate

UDR Inc

3.30 2M
Real Estate

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