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

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

$38.53 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 16.53 24
3 months 4.46 16
6 months 14.49 17
1 Year 17.35 49
3 Year 9.81 37
5 Year 3.00 37
10 Year 5.26 34

* 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) 620.20

Load Adjusted Returns as of Jul 31, 2026

1 Year 12.40
5 Year 3.34
10 Year 5.34
Since Inception 9.36

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 2.49 10.42 NA NA
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 16.531.336.2113.00-26.1538.48-0.5726.88-2.787.813.19
% Total Return Rel to Index 2.96-16.89-18.80-13.24-7.959.80-18.97-4.601.60-13.98-8.74
% Total Return Rel to Peer 2.16-3.722.581.80-4.037.123.381.423.66-0.95-1.28
% Perf Quintile vs Peer* 2.004.002.002.003.003.002.003.001.003.004.00
% Dividends 0.470.940.900.890.610.590.760.710.770.561.13
% Yield 1.212.582.342.421.611.061.831.612.091.392.99
Capital Gains ($) 0.001.161.612.092.223.000.811.521.241.220.00
Expense Ratio 0.910.890.860.870.820.810.820.820.821.040.83

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