STMDX Mutual Fund (Sterling Capital Real Estate Fund Instl Class) is managed by Sterling Capital Funds with $61.9M in net assets. STMDX expense ratio is 0.89%, holding 30 positions across sectors including Real Estate, Unknown. Inception date: 1980-05-30.

STMDX performance shows a YTD return of 18.11%. The 1-year return is 12.41% and the 5-year return is 2.16%. STMDX dividend yield stands at 5.56%, paid quarterly.

STMDX top holdings include Welltower Inc (10.1%), Digital Realty Trust Inc. (8.0%), American Tower Corporation (7.4%), Prologis Inc (6.2%), Ventas, Inc. (5.7%). View all STMDX holdings, sector breakdown, or dividend history.

STMDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. STMDX alternatives are available via the screener, along with tax-loss harvesting opportunities.