STMDX : Sterling Capital Stratton Real Estate Fund Institutional Shares

STMDX is a Alternatives Market Real Estate with MODERATE fees.

STMDX

Sterling Capital Stratton Real Estate Fund Institutional Shares

FI Score

32 /100

Expense Ratio Rating

7 /10

Expense Rating

2 /10

Market Score

3 /10

Category Score

0 /10

Market Size

3 /10

32% FI Score
  • stmdx
  • Mutual Fund
  • Alternatives
  • Real Estate

Sterling Capital Stratton Real Estate Fund Institutional Shares

Expenses: 0.82% (Better than 1% of similar funds)

This is a bad choice for a Real Estate Alternatives fund. See why ยป

Fund Summary

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").

Largest Holdings

Amount Holding
9.09% American Tower Corp
7.58% Equinix Inc
6.88% Crown Castle International Corp
4.83% Digital Realty Trust Inc
4.67% Prologis Inc
3.64% Alexandria Real Estate Equities Inc
3.05% Essex Property Trust Inc
2.97% First Industrial Realty Trust Inc
2.85% Mid-America Apartment Communities Inc
2.72% SBA Communications Corp
2.71% Invitation Homes Inc
2.67% Welltower Inc
2.64% UDR Inc
2.57% CyrusOne Inc
2.49% Duke Realty Corp
2.41% Americold Realty Trust
2.36% Hudson Pacific Properties Inc
2.23% Ventas Inc
2.16% Medical Properties Trust Inc
2.10% MGM Growth Properties LLC A
2.00% EastGroup Properties Inc
2.00% Apartment Investment & Management Co
1.98% CubeSmart
1.98% Life Storage Inc
1.87% PotlatchDeltic Corp

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