Sterling Capital Real Estate Fund
Shareclass
Sterling Capital Rl Estt R6 (SCREX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Sterling Capital Real Estate Fund
FUND COVERAGE
# of holdings28
% of assets96%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
7 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Welltower Inc8.97%$6.03M
- 2. VICI Properties Inc Ordinary Shares3.84%$2.58M
- 3. Sabra Health Care REIT Inc2.6%$1.75M
- 4. American Tower Corp8.17%$5.49M
- 5. Ventas Inc4.79%$3.21M
- 6. Equinix Inc4.43%$2.98M
- 7. Essential Properties Realty Trust Inc2.11%$1.42M
- 8. Camden Property Trust2%$1.34M
- 9. Essex Property Trust Inc3.31%$2.22M
- 10. Rexford Industrial Realty Inc2.81%$1.89M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Apple Hospitality REIT Inc0.94%$628,868
- 2. Highwoods Properties Inc1.54%$1.03M
- 3. CubeSmart2.07%$1.39M
- 4. InvenTrust Properties Corp1.54%$1.04M
- 5. UDR Inc3.76%$2.53M
- 6. Tanger Inc3.21%$2.16M
- 7. First Industrial Realty Trust Inc2.39%$1.6M
- 8. Kite Realty Group Trust2.93%$1.97M
- 9. Digital Realty Trust Inc7.62%$5.12M
- 10. BXP Inc1.98%$1.33M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Sterling Capital Real Estate Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
0
$0
0%
Holdings — 0 flagged holdings

Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Sterling Capital Real Estate Fund SCREX
Environment
Social
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