Alpine Global Infrastructure Fund

Class Inst (AIFRX)
Scorecard
5 / 5 Stars
Lipper
4 4 4 1 1
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
B- (Buy)

U.S. News evaluated 304 World Stock 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 24.86 percent over the past year, 13.46 percent over the past three years, and 20.38 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 11.9%
1 Year 24.9%
3 Years (Annualized) 13.5%
5 Years (Annualized) 20.4%
10 Years (Annualized) N/A

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Summary

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

Fees are Above Average compared to funds in the same category.
Alpine Global Infrastructure Fund has an expense ratio of 1.24 percent.

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Risk

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

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