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Alpine Emerging Markets Real Estate (AEMEX)On Nov 24: 17.70  Down 0.15 (0.84%)  
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Profile  As of 31-Oct-09Get Profile for:
Alpine Emerging Markets Real Estate
2500 Westchester Purchase NY 10577
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Phone: 888-785-5578
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FUND OVERVIEW 
Category:Real Estate
Fund Family:Alpine
Net Assets:2.05M
Year-to-Date Return:67.45%
Yield:%
Morningstar Rating:N/A
Fund Inception Date:03-Nov-08
MORNINGSTAR STYLE BOX 
Real Estate
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MANAGEMENT INFORMATION 
Samuel A. Lieber
Lead Manager since 03-Nov-08
Lieber is managing member and chief executive officer with Alpine Woods Capital Investors, LLC. From 1985 until February 1998, he was a portfolio manager and senior real estate securities analyst with Evergreen Asset Management Corp. Prior to 1985, Lieber was associated with Whitbread-Nolan, Inc. in the investment property brokerage division. Previous to this, he worked for the urban design firm, Project for Public Spaces, as a Noyes Fellow.
INVESTMENT INFORMATION 
Min Initial Investment:$1,000
Min Initial Investment, IRA:NaN
Min Initial Investment, AIP:$1,000
Min Subsequent Investment:$0
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:$50
AEMEX can be purchased from 4 brokerages.
FUND SUMMARY 
The investment seeks capital appreciation, current income is a secondary objective. The fund, under normal circumstances, invests at least 80% of net assets in the equity securities of U.S. and non-U.S. issuers which are principally engaged in the real estate industry, are engaged in real estate financing or control real estate assets with an aggregate estimated value equal to no less than 50% of such issuer?s assets. In addition, it invests at least 80% of net assets in the securities of issuers located in emerging market countries.
FUND OPERATIONS 
Last Dividend YFT_NOT_APPLICABLE_ABBREVIATION
Last Cap Gain YFT_NOT_APPLICABLE_ABBREVIATION
Annual Holdings Turnover YFT_NOT_APPLICABLE_ABBREVIATION
Average for Category: 117.01%
FEES & EXPENSES 
ExpenseAEMEXCategory
Avg
Total Expense Ratio:1.35% 1.44%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.41%
Max Deferred Sales Load:% 2.76%
3 Yr Expense Projection*: $ 439$637
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$981
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,955
* Per $10,000 invested


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