SCREX Mutual Fund

SCREX Mutual Fund (Sterling Capital Real Estate Fund Class R6) is managed by Sterling Capital Funds with $61,200.03 in net assets. SCREX expense ratio is 0.79%, holding 33 positions across sectors including Real Estate, Industrials. Inception date: 2020-01-31.

SCREX performance shows a YTD return of 7.15%. The 1-year return is 5.97% and the 5-year return is 1.29%. SCREX dividend yield stands at 1.93%.

SCREX top holdings include Digital Realty Trust Inc. (7.5%), American Tower Corporation (6.7%), Ventas  Inc . (5.6%), Equinix Inc. Real Estate Investment Trust (5.5%), Welltower, Inc. (5.5%). Go to all SCREX holdings, SCREX sectors, or SCREX dividends.

SCREX can be compared against other funds. Use SCREX overlap to find shared positions, or SCREX vs another fund for a side-by-side view. SCREX alternatives are available via the screener, along with tax-loss harvesting opportunities.