Sterling Capital Stratton Fund Quote

STMMX Fund  USD 37.03  0.07  0.19%   

Performance

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Odds Of Distress

Less than 22

 
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Sterling Capital is trading at 37.03 as of the 15th of December 2024; that is 0.19 percent down since the beginning of the trading day. The fund's open price was 37.1. Sterling Capital has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 15th of November 2024 and ending today, the 15th of December 2024. Click here to learn more.
To pursue its investment objective, the fund will invest, under normal circumstances, at least 80 percent of its net assets in securities of real estate and real estate-related companies, or in companies which own significant real estate assets at the time of purchase including Real Estate Investment Trusts .. More on Sterling Capital Stratton

Moving together with Sterling Mutual Fund

  0.73HR Healthcare Realty TrustPairCorr

Sterling Mutual Fund Highlights

Fund ConcentrationSterling Capital Funds, Large Funds, Real Estate Funds, Real Estate, Sterling Capital Funds (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of February 2023
Fiscal Year EndSeptember
Sterling Capital Stratton [STMMX] is traded in USA and was established 15th of December 2024. Sterling Capital is listed under Sterling Capital Funds category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Sterling Capital Funds family. This fund at this time has accumulated 74.13 M in assets with minimum initial investment of 1 K. Sterling Capital Stratton is currently producing year-to-date (YTD) return of 12.39% with the current yeild of 0.02%, while the total return for the last 3 years was -0.07%.
Check Sterling Capital Probability Of Bankruptcy

Instrument Allocation

Top Sterling Capital Stratton Mutual Fund Constituents

CUBECubeSmartStockReal Estate
RHPRyman Hospitality PropertiesStockReal Estate
AREAlexandria Real EstateStockReal Estate
WELLWelltowerStockReal Estate
VTRVentas IncStockReal Estate
UDRUDR IncStockReal Estate
SPGSimon Property GroupStockReal Estate
SBACSBA Communications CorpStockReal Estate
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Sterling Capital Stratton Risk Profiles

Sterling Capital Against Markets

Other Information on Investing in Sterling Mutual Fund

Sterling Capital financial ratios help investors to determine whether Sterling Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sterling with respect to the benefits of owning Sterling Capital security.
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