Sterling Capital Stratton Fund Quote

STMDX Fund  USD 35.56  0.54  1.54%   

Performance

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Odds Of Distress

Less than 21

 
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Sterling Capital is trading at 35.56 as of the 31st of January 2025; that is 1.54 percent up since the beginning of the trading day. The fund's open price was 35.02. Sterling Capital has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 31st of January 2025. Click here to learn more.
To pursue its investment objective, the fund will invest, under normal circumstances, at least 80 percent 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 including Real Estate Investment Trusts .. More on Sterling Capital Stratton

Moving together with Sterling Mutual Fund

  0.78O Realty IncomePairCorr
  0.7FR First Industrial Realty Earnings Call This WeekPairCorr
  0.81HR Healthcare Realty TrustPairCorr
  0.89KW Kennedy Wilson HoldingsPairCorr

Moving against Sterling Mutual Fund

  0.55DX Dynex CapitalPairCorr

Sterling Mutual Fund Highlights

Fund ConcentrationSterling Capital Funds, Large Funds, Real Estate Funds, Real Estate, Sterling Capital Funds (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of February 2023
Fiscal Year EndSeptember
Sterling Capital Stratton [STMDX] is traded in USA and was established 31st of January 2025. Sterling Capital is listed under Sterling Capital Funds category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Sterling Capital Funds family. This fund at this time has accumulated 74.13 M in assets with no minimum investment requirementsSterling Capital Stratton is currently producing year-to-date (YTD) return of 0.54% with the current yeild of 0.02%, while the total return for the last 3 years was -0.54%.
Check Sterling Capital Probability Of Bankruptcy

Instrument Allocation

Top Sterling Capital Stratton Mutual Fund Constituents

CUBECubeSmartStockReal Estate
RHPRyman Hospitality PropertiesStockReal Estate
HPPHudson Pacific PropertiesStockReal Estate
WELLWelltowerStockReal Estate
VTRVentas IncStockReal Estate
UDRUDR IncStockReal Estate
SBACSBA Communications CorpStockReal Estate
PLDPrologisStockReal Estate
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Sterling Capital Stratton Risk Profiles

Sterling Capital Against Markets

Other Information on Investing in Sterling Mutual Fund

Sterling Capital financial ratios help investors to determine whether Sterling Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sterling with respect to the benefits of owning Sterling Capital security.
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