STMMX Mutual Fund

STMMX Mutual Fund (Sterling Capital Real Estate Fund Class A) is managed by Sterling Capital Funds with $462,879.38 in net assets. STMMX expense ratio is 1.14%, holding 33 positions across sectors including Real Estate, Industrials. Inception date: 2015-11-16.

STMMX performance shows a YTD return of 10.54%. The 1-year return is 11.25% and the 5-year return is 0.58%. STMMX dividend yield stands at 1.77%, paid quarterly.

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

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