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Sterling Capital Real Estate Fund Class R6: (MF: SCREX)

(NASDAQ Mutual Funds) As of Aug 26, 2026 05:07 PM ET

$38.79 USD

-0.17 (-0.44%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 16.64 22
3 months 4.52 16
6 months 14.62 16
1 Year 17.52 46
3 Year 9.93 35
5 Year 3.10 34
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jul 31, 2026

1 Year 12.57
5 Year 3.45
10 Year NA
Since Inception 6.65

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 2.50 10.50 NA NA
2025 2.83 -0.71 0.67 -1.28
2024 -1.19 0.00 15.27 -6.68
2023 3.40 2.07 -8.43 16.99
2022 -5.97 -15.75 -10.68 4.50
2021 6.72 11.91 0.50 15.47

Annual Return

202620252024202320222021
% Total Return 16.641.466.2713.07-26.0638.62
% Total Return Rel to Index 3.06-16.75-18.74-13.16-7.869.94
% Total Return Rel to Peer 2.26-3.592.631.88-3.947.26
% Perf Quintile vs Peer* 2.004.002.002.003.003.00
% Dividends 0.470.970.930.930.620.58
% Yield 1.202.652.422.441.631.05
Capital Gains ($) 0.001.161.612.092.222.99
Expense Ratio 0.790.780.780.800.730.62

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