Alpine Realty Income & Growth Fund

Class Inst (AIGYX)
Scorecard
3 / 5 Stars
Lipper
4 4 2 1 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D- (Sell)

#25 in Real Estate

U.S. News evaluated 72 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 7.06 percent over the past year, 9.14 percent over the past three years, 32.88 percent over the past five years, and 6.85 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 9.3%
1 Year 7.1%
3 Years (Annualized) 9.1%
5 Years (Annualized) 32.9%
10 Years (Annualized) 6.8%

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Summary

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

Fees are Above Average compared to funds in the same category.
Alpine Realty Income & Growth Fund has an expense ratio of 1.43 percent.

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Risk

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

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