Alpine Cyclical Advantage Property Fund Institutional Class (EUEYX)

Net Asset Value
1 Day
Overall Morningstar Rating
Global real estate
Style or Category
No Load
Sales Expenses
Expense Ratio
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.


1 month+1.27% 3 years+12.09%
3 months+2.01% 5 years+8.28%
1 year+0.15% Since inception+7.88%
Data through --

Peer Comparisonvs. Global real estate

Performance 5-yr return+8.28%+9.92%
Expense ratio1.43%1.42%
Risk 5 year sharpe ratio0.480.67
Net assets$53.8M$689.0M
Average market cap$2.9B$8.9B
Average P/E12.815.9
Portfolio turnover42%42%

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Fund Management and Purchase Info

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


International stock59.11%
U.S. stock26.87%
Fixed income14.02%
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
-- LXB Retail Properties Ord2.89%
STWD Starwood Property Trust, Inc.2.85%
-- Kenedix Inc.2.69%
CLNY Colony Financial Inc2.62%
-- Songbird Estates PLC2.41%
-- Hulic Co Ltd2.22%
TWO Two Harbors Investment Corp2.01%
DHI DR Horton Inc1.92%
-- Megaworld Corp1.86%
-- Sao Carlos Empreend E Participacoes SA1.81%

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