About STMOX
Sterling Capital Real Estate Fund is an actively managed mutual fund focused on equity investments within the real estate sector. Its primary purpose is to seek total return by investing at least 80% of its assets in securities of real estate and real estate-related companies, including a significant allocation to Real Estate Investment Trusts (REITs). These holdings span a diverse set of property types, such as apartment complexes, office buildings, hotels, health care facilities, retail centers, industrial spaces, and specialized infrastructure like telecom towers and self-storage units. The fund uses a combination of quantitative and qualitative analysis—evaluating real estate values, earnings multiples, geographic and tenant concentration, balance sheet metrics, and management teams—to identify attractively valued opportunities within the sector. Sterling Capital Real Estate Fund plays a key role for investors seeking diversified exposure to the real estate market via publicly traded securities, offering potential for capital appreciation and current income while maintaining liquidity and cost-effectiveness compared to direct property ownership. The fund is recognized for its disciplined investment process and aims to deliver risk-adjusted returns, as reflected in its performance metrics and industry ratings.
Fund Family Sterling Capital Funds
Category Real Estate
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol STMOX
Share Class C Shares
Index Index is not available on Lipper Database
STMOX had a total return of 7.93% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.72%.
