Morningstar

Sterling Capital Real Estate Fund C STMOX

Morningstar Medalist Rating
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Medalist Rating as of See Sterling Capital Investment Hub
  • NAV / 1-Day Return $35.54  /  +0.84 %
  • Fund Size $56.4M
  • Adjusted Expense Ratio 1.890%
  • Net Expense Ratio 1.890%
  • Fee Level: Distribution Below Average
  • Share Class Type Level Load
  • Morningstar Category Real Estate
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 1.47%
  • Turnover Ratio 8%
NAV and 1-Day Return as of

Morningstar’s Analysis STMOX

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

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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Portfolio Holdings STMOX

More STMOX 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

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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
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UDR Inc

3.30 2M
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