Sterling Capital Stratton Real Estate Fund (STMDX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with STMDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to STMDX
STMDX charges 0.82% annually. There are 31 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | STMDX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | STMDX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | STMDX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | STMDX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | STMDX vs VGRNX |
Best Risk-Adjusted Alternatives to STMDX
STMDX has a PortfoliosLab risk / return rank of 14. There are 68 mutual funds in the REIT category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | STMDX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | STMDX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 86 | — | Oct 2011 | STMDX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 48 | — | Oct 2018 | STMDX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 48 | — | — | STMDX vs FRIRX |
Top Performing STMDX Alternatives (YTD)
STMDX is at 12.32% YTD. There are 36 mutual funds in the REIT category with higher YTD returns, going as high as 17.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 17.00% | — | Dec 2010 | STMDX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 16.35% | — | Dec 1998 | STMDX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 15.96% | — | Jan 1989 | STMDX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 15.62% | — | Mar 1995 | STMDX vs PHRAX | |
| Great-West Real Estate Index Fund | 15.55% | — | Nov 2012 | STMDX vs MXREX |
Lowest Volatility Alternatives to STMDX
STMDX has 13.50% 1-year volatility. There are 57 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.43% | — | Jun 2023 | STMDX vs CREMX | |
| TIAA Real Estate Account | 0.79% | — | Oct 1995 | STMDX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.45% | — | Oct 2011 | STMDX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.71% | — | Jun 2014 | STMDX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.13% | — | Apr 2010 | STMDX vs FRINX |
Lowest Drawdown Alternatives to STMDX
STMDX has a 1-year max drawdown of -7.70%. There are 16 mutual funds in the REIT category with shallower 1-year drawdowns, going as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | STMDX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | STMDX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | STMDX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | STMDX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | STMDX vs FRIFX |
Other Mutual Funds from Sterling Capital
The 10 most viewed Sterling Capital mutual funds shown here include BEGIX, STRGX, BIBTX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sterling Capital Equity Income Fund | Large Cap Value Equities | 9 | 4.79% | — | Jun 2004 | STMDX vs BEGIX | |
| Sterling Capital Stratton Mid Cap Value Fund | Mid Cap Blend Equities | 58 | 21.19% | — | Sep 1972 | STMDX vs STRGX | |
| Sterling Capital Total Return Bond Fund | Intermediate Core Bond | 18 | 0.00% | — | Dec 1999 | STMDX vs BIBTX | |
| Sterling Capital Quality Income Fund | Intermediate Core Bond | 24 | 0.20% | — | Jun 2011 | STMDX vs SCSPX | |
| Sterling Capital Long Duration Corporate Bond Fund | Corporate Bonds | 10 | 0.53% | — | Jun 2011 | STMDX vs SCCPX | |
| Sterling Capital Special Opportunities Fund | Large Cap Blend Equities | 30 | 8.20% | — | Jun 2003 | STMDX vs BOPIX | |
| Sterling Capital Ultra Short Bond Fund | Ultrashort Bond | — | — | — | Nov 2012 | STMDX vs BUSIX | |
| Sterling Capital Stratton Small Cap Value Fund | Small Cap Blend Equities | 84 | 23.16% | — | Apr 1993 | STMDX vs STSCX | |
| Sterling Capital North Carolina Intermediate Tax-F... | Municipal Bonds | 54 | 0.62% | — | Oct 1992 | STMDX vs BBNTX | |
| Sterling Capital Behavioral Large Cap Value Equity... | Large Cap Value Equities | 93 | 18.21% | — | Oct 1992 | STMDX vs BBISX |
Often Compared With STMDX
Investors most often compare STMDX with FRESX, FIRIX, BBSGX. These 19 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare STMDX with Any Fund or Stock
Compare STMDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair STMDX with funds that move differently
Sterling Capital Stratton Real Estate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to STMDX.
Explore STMDX Diversifiers