1 / 5 Stars
1 1 1 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
#44 in Global Real Estate
U.S. News evaluated 58 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 -15.27 percent over the past year, -1.49 percent over the past three years, and 13.76 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||5.8%|
|3 Years (Annualized)||-1.5%|
|5 Years (Annualized)||13.8%|
|10 Years (Annualized)||N/A|
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 are Above Average compared to funds in the same category.
Alpine Emerging Markets Real Estate Fund has an expense ratio of 1.22 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.