2 / 5 Stars
3 4 2 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#17 in Real Estate
U.S. News evaluated 75 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 17.12 percent over the past year, 17.09 percent over the past three years, 4.15 percent over the past five years, and 9.04 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||7.7%|
|3 Years (Annualized)||17.1%|
|5 Years (Annualized)||4.1%|
|10 Years (Annualized)||9.0%|
The investment seeks a high level of current income; capital appreciation is a secondary objective. The fund invests 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 invest up to 35% of its net assets in the securities of foreign issuers. The fund may invest in companies of any market capitalization. It is non-diversified.
Fees are High compared to funds in the same category.
Alpine Realty Income & Growth Fund has an expense ratio of 1.33 percent.
Risk is High compared to funds in the same category according to Morningstar.