1 / 5 Stars
1 2 3 1 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#11 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 8.56 percent over the past year, and 8.49 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-5.3%|
|3 Years (Annualized)||8.5%|
|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 will invest significantly in the securities of issuers located outside of the United States, including in emerging markets, and will allocate its assets among issuers located in no less than three different countries, one of which may be the United States.
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.