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Sterling Capital Real Estate Fund Institutional Class: (MF: STMDX)

(NASDAQ Mutual Funds) As of Mar 6, 2026 05:05 PM ET

$36.00 USD

-0.39 (-1.07%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 1.78 84
3 months 2.29 67
6 months 2.48 85
1 Year 3.01 71
3 Year 4.04 55
5 Year 4.89 45
10 Year 5.94 33

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 106.71
Bear Market (10/07 - 2/09) -55.67
Bull Market (2/09 - 3/21) 560.82

Load Adjusted Returns as of Jan 31, 2026

1 Year 1.33
5 Year 4.46
10 Year 5.43
Since Inception 9.17

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.79 -0.74 0.64 -1.32
2024 -1.19 -0.05 15.29 -6.71
2023 3.41 2.04 -8.43 16.93
2022 -5.99 -15.77 -10.72 4.46
2021 6.69 11.89 0.45 15.47

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.771.336.2113.00-26.1538.48-0.5726.88-2.787.813.19
% Total Return Rel to Index 0.00-16.89-18.80-13.24-7.959.80-18.97-4.601.60-13.98-8.74
% Total Return Rel to Peer 0.00-3.722.581.80-4.037.123.381.423.66-0.95-1.28
% Perf Quintile vs Peer* 0.000.000.002.003.003.002.003.001.003.004.00
% Dividends 0.000.940.900.890.610.590.760.710.770.561.13
% Yield NA2.582.342.451.611.061.831.612.091.392.99
Capital Gains ($) 0.001.161.612.092.223.000.811.521.241.220.00
Expense Ratio 0.000.890.860.870.820.810.820.820.821.040.83

* 1 = Top 20%, 5 = Bottom 20%