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... | 0.11% | 71.40B | 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 46. There are 51 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 | 99 | — | Oct 1995 | STMDX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 87 | — | Oct 2011 | STMDX vs FSREX | |
| abrdn Realty Income & Growth Fund | 82 | — | Dec 1998 | STMDX vs AIGYX | |
| Delaware Ivy Securian Real Estate Securities Fund | 81 | — | Feb 1999 | STMDX vs IRSAX |
Top Performing STMDX Alternatives (YTD)
STMDX is at 17.19% YTD. There are 21 mutual funds in the REIT category with higher YTD returns, going as high as 22.21%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 22.21% | — | Dec 2010 | STMDX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 21.63% | — | Dec 1998 | STMDX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 20.91% | — | Jan 1989 | STMDX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 20.77% | — | Mar 1995 | STMDX vs PHRAX | |
| Columbia Real Estate Equity Fund | 20.76% | — | Apr 1994 | STMDX vs CREEX |
Lowest Volatility Alternatives to STMDX
STMDX has 13.72% 1-year volatility. There are 64 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.44%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.44% | — | Jun 2023 | STMDX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | STMDX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.48% | — | Oct 2011 | STMDX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.77% | — | Jun 2014 | STMDX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.21% | — | Feb 2003 | STMDX vs FRIFX |
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 | -0.29% | — | 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 9 categories.
Often Compared With STMDX
Investors most often compare STMDX with FRESX, FIRIX, FRIOX. These 20 comparison targets span 2 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