Sterling Capital Real Estate FundSTMOX
Type
Mutual fund
Peer group
US equity: Real Estate
Net assets
$59.4M
Expense ratio
1.89%
1-year return
-11.2%
3 years, a year
-1.6%
5 years, a year
-1.6%
Holdings
30
What it aims to do.
The Fund seeks total return through investment in real estate securities.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| WELL Welltower Inc. | 10.07% |
| DLR Digital Realty Trust Inc. | 8.03% |
| AMT American Tower Corporation | 7.41% |
| PLD Prologis Inc. | 6.18% |
| VTR Ventas Inc. | 5.65% |
| EQIX Equinix, Inc. | 5.60% |
| UDR UDR Inc | 3.45% |
| EXR Extra Space Storage Inc. | 3.32% |
| SKT Tanger Inc. | 3.26% |
| KRG Kite Realty Group Trust | 3.25% |
More on STMOX.
- STMOX overview
- STMOX holdings
- STMOX risk
- STMOX costs
- STMOX money in and out
- STMOX share classes
- Compare STMOX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.