1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#10 in Consumer Cyclical
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.
The fund has returned 13.96 percent over the past year, and 9.86 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.8%|
|3 Years (Annualized)||9.9%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are High compared to funds in the same category.
Alpine Global Consumer Growth Fund has an expense ratio of 1.35 percent.
Risk is Average compared to funds in the same category according to Morningstar.