1 / 5 Stars
3 1 1 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#42 in Global Real Estate
U.S. News evaluated 57 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 -7.88 percent over the past year, -1.95 percent over the past three years, 22.52 percent over the past five years, and 3.32 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-1.5%|
|3 Years (Annualized)||-2.0%|
|5 Years (Annualized)||22.5%|
|10 Years (Annualized)||3.3%|
The investment seeks long-term capital growth; current income is a secondary objective. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the equity securities of non-U.S. issuers located in at least three countries (excluding the United States) which are (i) 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.
Fees are Above Average compared to funds in the same category.
Alpine International Real Estate Equity Fund has an expense ratio of 1.48 percent.
Risk is High compared to funds in the same category according to Morningstar.