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Sterling Capital Real Estate Fund Institutional Class: (MF: STMDX)
(NASDAQ Mutual Funds) As of Jan 16, 2026 05:04 PM ET
$34.97 USD
+0.42 (1.22%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in April 1972 and is managed by Stratton Management Company. The fund seeks a high rate of return from dividend and interest income. Under normal circumstances, the fund invests at least 80% of its net assets in common stocks and other equity securities of real estate investment trusts. The fund is managed to provide a high level of monthly income to its shareholders and therefore looks for companies that have strong dividend payouts. The fund seeks higher yielding securities to attempt to maintain its dividend payout. Dividends are paid on monthly basis. Capital gains, if any, are paid annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Sterling Capital Real Estate Instl | STMDX | NA | NA | 0.00 | 0.00 | 0.58 | 0.89 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Stratton Monthly Dividend REIT Shs | STMDX | 34.97 | 5/30/1980 | 2.70 | 1.33 | 6.74 | 4.46 |
| SC Real Estate Fund Ini | SCREX | 34.32 | 2/4/2020 | 2.76 | 1.46 | 6.83 | 4.56 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Sterling Capital Real Estate Instl | STMDX | 1000000 | 0 | 0 | Q |
Contact Information
| Family | Sterling |
| Address | 4400 Computer Drive Westborough, MA 01571-1722 |
| Phone | 800 228-1872 |