Sterling Capital Stratton Real Estate Fund (STMDX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to STMDX
STMDX charges 0.82% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among STMDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | STMDX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | STMDX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | STMDX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | STMDX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | STMDX vs VGRNX |
Best Risk-Adjusted Alternatives to STMDX
Among mutual funds in the REIT category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | Jun 23, 2023 | STMDX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | STMDX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | STMDX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | STMDX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | STMDX vs FRIFX |
Top Performing STMDX Alternatives (YTD)
STMDX alternatives from the REIT category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| abrdn Realty Income & Growth Fund | 4.51% | Dec 29, 1998 | STMDX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | STMDX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | STMDX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | STMDX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | STMDX vs IVRSX |
Lowest Volatility Alternatives to STMDX
STMDX alternatives from the REIT category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.67% | Jun 23, 2023 | STMDX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | STMDX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | STMDX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | STMDX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | STMDX vs FRIRX |
Lowest Drawdown Alternatives to STMDX
STMDX alternatives from the REIT category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | Jun 23, 2023 | STMDX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | STMDX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | STMDX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | STMDX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | STMDX vs FRINX |
Other Mutual Funds from Sterling Capital
Most popular Sterling Capital mutual funds on PortfoliosLab, across asset classes.
Often Compared With STMDX
What investors most often compare with STMDX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Real Estate Investment Portfolio | REIT | 8 | 1.88% | Nov 17, 1986 | STMDX vs FRESX | |
| Sterling Capital Ultra Short Bond Fund | Ultrashort Bond | 100 | 0.83% | Nov 30, 2012 | STMDX vs BUSIX | |
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 40 | -5.03% | Apr 4, 2007 | STMDX vs FIRIX | |
| Fidelity Advisor Real Estate Income Fund Class C | REIT | 27 | -0.25% | Apr 14, 2010 | STMDX vs FRIOX | |
| Cohen & Steers International Realty Fund | REIT | 42 | -4.81% | Mar 30, 2005 | STMDX vs IRFIX | |
| Spirit of America Real Estate Income & Growth Fund | REIT | 10 | 2.88% | Jan 9, 1998 | STMDX vs SOAAX | |
| Fidelity Advisor International Real Estate Fund Cl... | REIT | 41 | -5.05% | Oct 2, 2018 | STMDX vs FIKLX |
Compare STMDX with Any Fund or Stock
Compare STMDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.