Alpine Emerging Markets Real Estate Fund

Class Inst (AEMEX)
Scorecard
1 / 5 Stars
Lipper
1 1 1 1 5
Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
TheStreet.com
E (Sell)

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.

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Performance

The fund has returned -0.94 percent over the past year, 0.70 percent over the past three years, and 9.16 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 11.0%
1 Year -0.9%
3 Years (Annualized) 0.7%
5 Years (Annualized) 9.2%
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation; 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 equity securities 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. It may invest without limitation in the securities of foreign issuers that are publicly traded in the United States or on foreign exchanges.

Fees

Fees are Above Average compared to funds in the same category.
Alpine Emerging Markets Real Estate Fund has an expense ratio of 1.22 percent.

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Risk

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

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