STMMX : Sterling Capital Stratton Real Estate Fund A Shares

STMMX is a Alternatives Market Real Estate with MODERATE fees.

STMMX

Sterling Capital Stratton Real Estate Fund A Shares

FI Score

24 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

0 /10

Market Size

3 /10

24% FI Score
  • stmmx
  • Mutual Fund
  • Alternatives
  • Real Estate

Sterling Capital Stratton Real Estate Fund A Shares

Expenses: 1.07% (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
9.78% American Tower Corp
7.37% Crown Castle International Corp
7.37% Equinix Inc
4.75% Prologis Inc
4.60% Digital Realty Trust Inc
3.53% Alexandria Real Estate Equities Inc
3.01% Essex Property Trust Inc
2.99% Invitation Homes Inc
2.96% First Industrial Realty Trust Inc
2.92% SBA Communications Corp
2.79% Americold Realty Trust
2.62% Welltower Inc
2.60% Mid-America Apartment Communities Inc
2.45% Duke Realty Corp
2.39% Ventas Inc
2.38% UDR Inc
2.30% Hudson Pacific Properties Inc
2.26% Medical Properties Trust Inc
2.22% CubeSmart
2.18% Life Storage Inc
2.17% EastGroup Properties Inc
2.06% CyrusOne Inc
2.00% MGM Growth Properties LLC A
1.91% Retail Opportunity Investments Corp
1.79% PotlatchDeltic Corp

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