1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#42 in Global Real Estate
U.S. News evaluated 55 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 25.74 percent over the past year, and 10.79 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||9.4%|
|3 Years (Annualized)||10.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation; current income is a secondary objective. The fund invests at least 80% of net assets (plus the amount of any borrowings for investment purposes) in the of U.S. and non-U.S. 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. In addition, it normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the securities of issuers located in emerging market countries.
Fees are Above Average compared to funds in the same category.
Alpine Emerging Markets Real Estate Fund has an expense ratio of 1.35 percent.
Risk is High compared to funds in the same category according to Morningstar.