Sterling Capital Real Estate C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Sterling Capital Real Estate Fund C STMOX
- NAV / 1-Day Return 37.79 / +0.88 %
- Total Assets 63.0M
-
Adj. Expense Ratio
1.890%
- Expense Ratio 1.890%
- 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 1.26%
- Turnover 8%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 1:03 AM GMT+0
Morningstar’s Analysis STMOX
Will STMOX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the STMOX 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 STMOX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 56.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Welltower Inc | 9.83 | 6M | Real Estate |
Digital Realty Trust Inc | 7.95 | 5M | Real Estate |
American Tower Corp | 7.55 | 5M | Real Estate |
Prologis Inc | 6.30 | 4M | Real Estate |
Equinix Inc | 5.74 | 4M | Real Estate |
Ventas Inc | 5.49 | 3M | Real Estate |
UDR Inc | 3.55 | 2M | Real Estate |
Extra Space Storage Inc | 3.44 | 2M | Real Estate |
Kite Realty Group Trust | 3.42 | 2M | Real Estate |
EastGroup Properties Inc | 3.28 | 2M | Real Estate |
United States