Alpine Emerging Markets Real Estate 2500 Westchester Purchase NY 10577 Map
Phone: 888-785-5578
| 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 |
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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. |
| 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 |
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| 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. |
| 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% |
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| Expense | AEMEX | Category 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 |
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