Alpine Cyclical Advantage Property Fund Institutional Class (EUEYX)

26.25
Net Asset Value
-0.27%
1 Day
+2.98%
Year-to-Date
Overall Morningstar Rating
Global real estate
Style or Category
No Load
Sales Expenses
1.43%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital growth; current income is a secondary objective. The fund invests at least 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 temporarily invest less than 25% of its net assets in such securities during periods of adverse economic conditions in the real estate industry.

Performance

1 month-0.87% 3 years+15.26%
3 months-2.20% 5 years+8.76%
1 year+3.03% Since inception+8.34%
Data through --

Peer Comparisonvs. Global real estate

 EUEYXCategory
Performance 5-yr return+8.76%+15.27%
Expense ratio1.43%1.42%
Risk 5 year sharpe ratio0.630.80
Net assets$60.3M$740.9M
Average market cap$2.4B$9.2B
Average P/E13.017.0
Portfolio turnover60%60%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyAlpine
Fund manager & tenureSamuel Lieber / 21 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--

Holdings

International stock60.42%
U.S. stock27.81%
Fixed income11.60%
Cash0.16%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 71.60%
Industrial materials 22.17%
Consumer service 3.20%
Healthcare 2.37%
Business service 0.67%
Top 10 Holdings
Portfolio weighting
-- Kenedix Inc.3.68%
STWD Starwood Property Trust, Inc.2.79%
-- LXB Retail Properties Ord2.63%
CLNY Colony Financial Inc2.44%
RESI Altisource Residential Corporation2.40%
-- Hulic Co Ltd2.28%
-- Songbird Estates PLC2.18%
-- Sao Carlos Empreend E Participacoes SA2.03%
AMH American Homes 4 Rent Class A2.01%
OCN Ocwen Financial Corp1.94%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.