Alpine Realty Income & Growth A
Alpine Equity Trust2500 WestchesterPurchase MA 10577
Map
Phone: 888-785-5578
| Category: | Real Estate | | Fund Family: | Alpine | | Net Assets: | 109.83M | | Year-to-Date Return: | 4.18% | | Yield: | 3.76% | | Morningstar Rating: |  | | Fund Inception Date: | Dec 29, 2011 |
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Robert W. Gadsden
Lead Manager since Aug 31, 1999 | | | Prior to joining the Adviser in 1999, Mr. Gadsden was a Vice President of the Prudential Realty Group. |
| Min Initial Investment: | 2,500 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | 2,500 | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | 100 |
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| The investment seeks a high level of current income; capital appreciation is a secondary objective.
The fund invests 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 invest up to 35% of its net assets in the securities of foreign issuers. The fund may invest in companies of any market capitalization. It is non-diversified. |
| Last Dividend
(Mar 27, 2013)
:
| 0.18 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 28.00% | | Average for Category: | 46.79% |
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| Expense | AIAGX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 1.58% | 1.36% | | Prospectus Net Expense Ratio: | 1.58% | N/A | | Prospectus Gross Expense Ratio: | 1.66% | N/A | | Max 12b1 Fee: | 0.25% | N/A | | Max Front End Sales Load: | 5.50% | 5.41% | | Max Deferred Sales Load:
| N/A | 2.45% | | 3 Yr Expense Projection*: | 1,044 | 582 | | 5 Yr Expense Projection*: | 1,402 | 911 | | 10 Yr Expense Projection*: | 2,406 | 1,831 |
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0.14(0.68%) May 21