Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

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
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.


1 month+2.67% 3 years+4.02%
3 months-5.74% 5 years+4.99%
1 year-1.70% Since inception+7.49%
Data through --

Peer Comparisonvs. Global real estate

Performance 5-yr return+4.99%+11.13%
Expense ratio1.53%1.40%
Risk 5 year sharpe ratio0.480.61
Net assets$51.9M$643.1M
Average market cap$3.8B$8.9B
Average P/E13.813.7
Portfolio turnover42%42%

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 / 22 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment$1,000,000.00


International stock60.34%
U.S. stock30.95%
Fixed income8.70%
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
STWD Starwood Property Trust Inc2.97%
CLNY Colony Capital Inc2.89%
DHI D.R. Horton Inc2.70%
-- 2.52%
-- 2.40%
TWO Two Harbors Investment Corp2.19%
-- 1.93%
-- 1.92%
-- 1.88%
-- 1.87%

Partner Offers