Sterling Capital Stratton Fund Quote

STMMX Fund  USD 35.87  0.10  0.28%   

Performance

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Odds Of Distress

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Sterling Capital is trading at 35.87 as of the 6th of July 2025; that is 0.28 percent up since the beginning of the trading day. The fund's open price was 35.77. Sterling Capital has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 7th of April 2025 and ending today, the 6th of July 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

  0.88VGSIX Vanguard Reit IndexPairCorr
  0.99VGSLX Vanguard Reit IndexPairCorr
  0.99VGSNX Vanguard Reit IndexPairCorr
  0.89DFREX Dfa Real EstatePairCorr
  0.99CSCIX Cohen Steers RealPairCorr
  0.99CSEIX Cohen Steers RealPairCorr

Sterling Mutual Fund Highlights

Fund ConcentrationReal Estate, Sterling Capital Funds (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of February 2023
Fiscal Year EndSeptember
Sterling Capital Stratton [STMMX] is traded in USA and was established 6th of July 2025. 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 minimum initial investment of 1 K. Sterling Capital Stratton is currently producing year-to-date (YTD) return of 1.87% with the current yeild of 0.02%, while the total return for the last 3 years was 1.04%.
Check Sterling Capital Probability Of Bankruptcy

Instrument Allocation

Top Sterling Capital Stratton Mutual Fund Constituents

CUBECubeSmartStockReal Estate
RHPRyman Hospitality PropertiesStockReal Estate
AREAlexandria Real EstateStockReal Estate
WELLWelltowerStockReal Estate
VTRVentas IncStockReal Estate
UDRUDR IncStockReal Estate
SPGSimon Property GroupStockReal Estate
SBACSBA Communications CorpStockReal 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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