2 / 5 Stars
1 1 1 1 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 56 Global Real Estate 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 15.24 percent over the past year, 9.17 percent over the past three years, 16.45 percent over the past five years, and 0.92 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.6%|
|3 Years (Annualized)||9.2%|
|5 Years (Annualized)||16.4%|
|10 Years (Annualized)||0.9%|
The investment seeks long-term capital growth; current income is a secondary objective. 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 (i) are principally engaged in the real estate industry, (ii) are principally engaged in real estate financing or (iii) control real estate assets with an aggregate estimated value equal to no less than 50% of such issuer's assets. It may temporarily invest less than 25% of its net assets in such securities during periods of adverse economic conditions in the real estate industry.
Fees are Above Average compared to funds in the same category.
Alpine Cyclical Advantage Property Fund has an expense ratio of 1.41 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.