Sterling Capital Real Estate Fund Institutional Shares (STMDX)

Overview

This fund operates with a clear focus on investing a significant portion of its assets in small capitalization companies. It adheres to a specific investment strategy, stipulating that at least 80% of its net assets, along with any borrowings for investment purposes, are allocated towards the equity securities of these small capitalization firms. The definition of "small capitalization companies" for the purpose of this investment is tied to the market capitalizations found within the range of companies listed in the Russell 2000® Index at the time of purchase. This strict investment guideline is designed to target the growth potential inherent in smaller companies while managing the associated risks.

Products and Services

• Equity Securities of Small Capitalization Companies

  This product focuses on investing in the equity securities of small capitalization companies, positioning the fund to potentially capitalize on the growth potential of these firms. Small capitalization companies are selected based on their market capitalizations falling within the range of the Russell 2000® Index measurements at the time of investment. This approach allows the fund to remain dynamic, adjusting its portfolio in alignment with the evolving market landscape of small cap entities.

• Investment Borrowing Strategy

  Complementary to its core investment in small cap equities, the fund is also structured to utilize borrowings for investment purposes. This strategy is aimed at enhancing the fund’s investment capacity and potentially increasing the returns on the invested capital. By carefully leveraging additional financial resources, the fund seeks to augment its investment potential while maintaining a balanced approach to risk management.