Alpine Global Consumer Growth Fund

U.S. News evaluated 11 Consumer Cyclical Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 13.84 percent over the past year, and 7.69 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 0.2%
1 Year 13.8%
3 Years (Annualized) 7.7%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the securities of issuers which are principally engaged in (i) the manufacture, supply and production of consumer-related products, (ii) the delivery of consumer services or (iii) the end market sale of those goods and services. It pursues a flexible strategy of investing in companies throughout the world. In addition, under normal market conditions, the fund maintains no less than 20% exposure to securities of U.S. issuers.

Fees

Fees are High compared to funds in the same category.
Alpine Global Consumer Growth Fund has an expense ratio of 1.60 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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