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Sterling Capital Real Estate I STMDX

Quantitative rating as of
  • NAV / 1-Day Return 37.40  /  1.11 %
  • Total Assets 79.7 Mil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Real Estate
  • Investment Style Mid Growth
  • Min. Initial Investment 10,000,000
  • Status Open
  • TTM Yield 1.69%
  • Turnover 13%

Morningstar’s Analysis STMDX

Will STMDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A strong management team and sound investment process underpin Sterling Capital Real Estate I's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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