SCREX Mutual Fund
SCREX Mutual Fund
Sterling Capital Real Estate Fund Class R6
SCREX Mutual Fund Overview
SCREX Mutual Fund (Sterling Capital Real Estate Fund Class R6) is managed by Sterling Capital Funds with $65,067.57 in net assets. SCREX expense ratio is 0.79%, holding 30 positions across sectors including Real Estate, Unknown. Inception date: 2020-01-31.
SCREX performance shows a YTD return of 13.08%. The 1-year return is 12.58% and the 5-year return is 3.89%. SCREX dividend yield stands at 3.47%, paid quarterly.
SCREX top holdings include Welltower Inc Health Care (10.1%), Digital Realty Trust Inc (8.0%), American Tower Corp (7.4%), Prologis Inc (6.2%), Ventas Canada Inc. (5.7%). View all SCREX holdings, sector breakdown, or dividend history.
SCREX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SCREX alternatives are available via the screener, along with tax-loss harvesting opportunities.