Morningstar

Sterling Capital Real Estate Fund Institutional STMDX

Morningstar Medalist Rating
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Medalist Rating as of See Sterling Capital Investment Hub
  • NAV / 1-Day Return $36.20  /  +0.83 %
  • Fund Size $56.4M
  • Adjusted Expense Ratio 0.890%
  • Net Expense Ratio 0.890%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Real Estate
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 1.89%
  • Turnover Ratio 8%
NAV and 1-Day Return as of

Morningstar’s Analysis STMDX

Will STMDX 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 STMDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the STMDX 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 STMDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Sterling Capital Real Estate I 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 STMDX

More STMDX 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
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American Tower Corp

6.74 4M
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Ventas Inc

5.63 3M
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Equinix Inc

5.54 3M
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Welltower Inc

5.54 3M
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EastGroup Properties Inc

4.14 2M
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Prologis Inc

3.87 2M
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Iron Mountain Inc

3.82 2M
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First Industrial Realty Trust Inc

3.45 2M
Real Estate

UDR Inc

3.30 2M
Real Estate

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