STMDX Mutual Fund

STMDX Mutual Fund (Sterling Capital Real Estate Fund Instl Class) is managed by Sterling Capital Funds with $56.0M in net assets. STMDX expense ratio is 0.89%, holding 33 positions across sectors including Real Estate, Industrials. Inception date: 1980-05-30.

STMDX performance shows a YTD return of 7.01%. The 1-year return is 5.80% and the 5-year return is 0.76%. STMDX dividend yield stands at 1.95%.

STMDX 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 STMDX holdings, STMDX sectors, or STMDX dividends.

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