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    Sterling Capital Stratton Rl Estt Instl (STMDX)

    38.07 Up 0.21(0.55%) May 27

    Profile as of Apr 29, 2016Get Profile for:
    Sterling Capital Stratton Rl Estt Instl
    Sterling Capital Funds5th Floor,P.O. Box 9762Providence, RI 02940-9762
    Map
    Phone: 800-228-1872
    Fund Overview 
    Category:Real Estate
    Fund Family:Sterling Capital Funds
    Net Assets:98.70M
    Year-to-Date Return:2.97%
    Yield:1.58%
    Morningstar Rating:4 stars
    Fund Inception Date:May 30, 1980
    Morningstar Style Box 
    Real Estate
    [View Category Definition]
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    About the Morningstar Style Box
    Management Information 
    Andrew T. DiZio
    Lead Manager since Apr 2, 2012
    Andrew T. DiZio, CFA, portfolio manager. He was named Vice President of Stratton Management Company in 2012. Prior to joining the Stratton Management Company, he was Vice President at Janney Montgomery Scott where he served as a Real Estate Investment Trust sector analyst since 2007.
    Investment Information 
    Min Initial Investment:1,000,000
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:1,000,000
    Min Subsequent Investment:0
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:25
    STMDX can be purchased from 83 brokerages.

    Fund Summary 
    The investment seeks total return through investment in real estate securities. To pursue its investment objective, the fund will invest, under normal circumstances, at least 80% of its net assets in securities of real estate and real estate-related companies, or in companies which own significant real estate assets at the time of purchase ("real estate companies") including Real Estate Investment Trusts ("REITs").

    Fund Operations 
    Last Dividend (Jun 21, 2015) : 0.59
    Last Cap Gain : 0.00
    Annual Holdings Turnover (May 25, 2016) : 15.47%
    Average for Category:60.22%
    Fees & Expenses 
    ExpenseSTMDXCategory Avg
    Annual Report Expense Ratio (net):0.89%1.29%
    Prospectus Net Expense Ratio:0.79%N/A
    Prospectus Gross Expense Ratio:0.79%N/A
    Max 12b1 Fee:0.00%N/A
    Max Front End Sales Load:N/A5.38%
    Max Deferred Sales Load: N/A1.81%
    3 Yr Expense Projection*:252554
    5 Yr Expense Projection*:439886
    10 Yr Expense Projection*:9781,806
    * Per $10,000 invested