Alpine Global Consumer Growth Fund

Class Inst (AWCGX)
Scorecard
1 / 5 Stars
Lipper
1 2 3 1 5
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D+ (Sell)

#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.

See all Alpine funds

See full Consumer Cyclical rankings

See more fund rankings

Performance

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%
1 Year 14.0%
3 Years (Annualized) 9.9%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more AWCGX performance

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 1.35 percent.

See more AWCGX fees

Risk

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

See more AWCGX risk