Sterling Capital Real Estate Fund Institutional Class

Frequently Asked Questions About STMDX

What does STMDX invest in?

To achieve its investment goals, the fund ordinarily allocates a minimum of 80% of its net assets. This capital is primarily directed towards companies operating in the real estate sector or those closely tied to it, including businesses that derive substantial value from their significant real estate holdings. A key component of these investments will be in Real Estate Investment Trusts (REITs).

What is the expense ratio of STMDX?

Sterling Capital Real Estate Fund Institutional Class (STMDX) charges an expense ratio of 0.89%. This is the annual fee deducted from fund assets to cover management and operations.

How big is STMDX?

Sterling Capital Real Estate Fund Institutional Class (STMDX) manages $55.7M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is STMDX actively managed or an index fund?

STMDX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (STMDX's is 0.89%) in exchange for the discretion to over- or under-weight positions.

When was STMDX launched?

Sterling Capital Real Estate Fund Institutional Class (STMDX) launched in January 1980 and is managed by the fund issuer.

How has STMDX performed?

STMDX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.