Morningstar

Sterling Capital Real Estate Fund R6 Shares SCREX

Medalist Rating as of Aug 31, 2026 See Sterling Capital Investment Hub

Strategy

The investment seeks total return through investment in real estate securities. To pursue its investment objective, the fund will invest, under normal circumstances, at least 80% of its net assets in securities of real estate and real estate-related companies, or in companies which own significant real estate assets at the time of purchase ("real estate companies") including Real Estate Investment Trusts ("REITs").

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
STMDX	Sterling Capital Real Estate Fund Institutional	Institutional	Open			May 30, 1980	$55.86M	0.890%	Average	$1M	−$13.56M
STMMX	Sterling Capital Real Estate Fund A	Front Load	Open			Nov 16, 2015	$444,199.00	1.140%	Below Average	$1,000	−$105,547.35
STMOX	Sterling Capital Real Estate Fund C	Level Load	Open			Nov 16, 2015	$74,224.00	1.890%	Below Average	$1,000	$46,987.29
SCREX	Sterling Capital Real Estate Fund R6 Shares	Retirement, Large	Open			Jan 31, 2020	$61,884.00	0.790%	Below Average	$10M	−$623,344.08

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