4 / 5 Stars
5 4 4 1 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#70 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 11.50 percent over the past year, 11.12 percent over the past three years, and 20.61 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.1%|
|3 Years (Annualized)||11.1%|
|5 Years (Annualized)||20.6%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation; 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 U.S. and non-U.S. infrastructure-related issuers. It maintains no less than 40% of its net assets (plus the amount of any borrowings for investment purposes) in the securities of issuers located outside of the United States and will allocate its assets among issuers located in no less than three different countries, one of which may be the United States.
Fees are Above Average compared to funds in the same category.
Alpine Global Infrastructure Fund has an expense ratio of 1.24 percent.
Risk is Average compared to funds in the same category according to Morningstar.