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Sterling Capital Real Estate Fund Class A: (MF: STMMX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:59 PM ET

$34.80 USD

+0.37 (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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 8.88 82
3 months 6.38 85
6 months 6.38 86
1 Year 5.00 83
3 Year 7.89 60
5 Year 5.69 41
10 Year 6.89 27

* 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 Feb 28, 2026

1 Year -4.41
5 Year 3.04
10 Year 5.07
Since Inception 5.16

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.75 -0.83 0.59 -1.39
2024 -1.27 -0.11 15.22 -6.77
2023 3.35 1.96 -8.46 16.88
2022 -6.03 -15.83 -10.77 4.39
2021 6.65 11.80 0.41 15.36

Annual Return

20262025202420232022202120202019201820172016
% Total Return 8.881.085.9212.74-26.3338.13-0.8426.54-3.037.537.97
% Total Return Rel to Index 0.30-17.14-19.10-13.49-8.139.45-19.24-4.941.35-14.26-3.96
% Total Return Rel to Peer -1.00-3.972.281.55-4.216.773.111.083.41-1.233.48
% Perf Quintile vs Peer* 5.004.000.002.003.003.002.003.001.003.001.00
% Dividends 0.000.850.820.780.510.510.660.620.660.500.47
% Yield 0.002.312.102.191.340.911.571.391.771.231.17
Capital Gains ($) 0.001.161.612.092.222.990.811.511.241.212.34
Expense Ratio 0.001.131.111.121.071.051.081.071.070.000.00

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