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

(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET

$35.88 USD

+0.06 (0.17%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 2.03 56
3 months -0.74 72
6 months 2.03 56
1 Year 9.74 49
3 Year 4.53 30
5 Year 6.65 44
10 Year 6.19 19

* 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) 553.78

Load Adjusted Returns as of Jun 30, 2025

1 Year 9.74
5 Year 6.64
10 Year 6.19
Since Inception 9.29

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.79 -0.74 NA NA
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
2020 -20.91 14.14 1.31 8.72

Annual Return

20252024202320222021202020192018201720162015
% Total Return 2.036.2113.00-26.1538.48-0.5726.88-2.787.813.190.50
% Total Return Rel to Index -4.17-18.80-13.24-7.959.80-18.97-4.601.60-13.98-8.74-0.88
% Total Return Rel to Peer -1.332.581.80-4.037.123.381.423.66-0.95-1.280.18
% Perf Quintile vs Peer* 0.000.002.003.003.002.003.001.003.004.003.00
% Dividends 0.480.900.890.610.590.760.710.770.561.130.59
% Yield 1.302.342.561.611.061.831.612.091.392.991.57
Capital Gains ($) 0.001.612.092.223.000.811.521.241.220.000.00
Expense Ratio 0.860.860.870.820.810.820.820.821.040.830.89

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