STMOX Mutual Fund

STMOX Mutual Fund (Sterling Capital Real Estate Fund Class C) is managed by Sterling Capital Funds with $74,076.32 in net assets. STMOX expense ratio is 1.89%, holding 33 positions across sectors including Real Estate, Industrials. Inception date: 2015-11-16.

STMOX performance shows a YTD return of 12.14%. The 1-year return is 9.47% and the 5-year return is 0.16%. STMOX dividend yield stands at 4.58%, paid quarterly.

STMOX top holdings include Digital Realty Trust Inc. (7.6%), American Tower Corporation (6.9%), Ventas  Inc . (5.8%), Equinix Inc. Real Estate Investment Trust (5.5%), Welltower, Inc. (5.4%). Go to all STMOX holdings, STMOX sectors, or STMOX dividends.

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