1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#175 in World Stock
U.S. News evaluated 306 World Stock 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 11.04 percent over the past year, 2.01 percent over the past three years, 9.49 percent over the past five years, and 2.35 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.2%|
|3 Years (Annualized)||2.0%|
|5 Years (Annualized)||9.5%|
|10 Years (Annualized)||2.3%|
The investment seeks high current dividend income while also focusing on total return for long-term growth of capital. The fund invests at least 80% of its net assets in the equity securities of certain domestic and foreign corporations that pay dividend income, that it believes are undervalued relative to the market and to the securities' historic valuations. It may invest without limitation in the securities of foreign issuers that are publicly traded in the United States or on foreign exchanges, provided that no more than 25% are invested in emerging markets.
Fees are Above Average compared to funds in the same category.
Alpine Dynamic Dividend Fund has an expense ratio of 1.38 percent.
Risk is Average compared to funds in the same category according to Morningstar.