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Morningstar

Sterling Capital Real Estate A STMMX

Morningstar Medalist Rating
Medalist Rating as of | See Sterling Capital Investment Hub
  • NAV / 1-Day Return 34.05  /  0.56 %
  • Total Assets 70.6 Mil
  • Adj. Expense Ratio
    1.070%
  • Expense Ratio 1.080%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.41%
  • Turnover 13%

USD | NAV as of May 31, 2023 | 1-Day Return as of May 31, 2023, 10:19 PM GMT+0

Morningstar’s Analysis STMMX

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Sterling Capital Real Estate A's Average People and Parent ratings limit this strategy to a Morningstar Medalist Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings STMMX

More STMMX Holdings
  • Current Portfolio Date Apr 30, 2023
  • Equity Holdings 31
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 51.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

8.99
6,697,618
Real Estate

American Tower Corp

7.30
5,440,044
Real Estate

Equinix Inc

7.06
5,262,613
Real Estate

Crown Castle Inc

4.77
3,555,578
Real Estate

Welltower Inc

4.35
3,241,762
Real Estate

SBA Communications Corp Class A

4.10
3,057,370
Real Estate

Invitation Homes Inc

3.85
2,873,357
Real Estate

UDR Inc

3.62
2,697,692
Real Estate

Kite Realty Group Trust

3.53
2,634,672
Real Estate

Mid-America Apartment Communities Inc

3.53
2,634,594
Real Estate