Alpine Int Real Estate Equity Instl
Alpine Equity Trust2500 WestchesterPurchase MA 10577
Map
Phone: 888-785-5578
| Category: | Global Real Estate | | Fund Family: | Alpine | | Net Assets: | 312.39M | | Year-to-Date Return: | 4.64% | | Yield: | 0.40% | | Morningstar Rating: |  | | Fund Inception Date: | Jan 31, 1989 |
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Samuel A. Lieber
Lead Manager since Jan 31, 1989 | | | 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: | 1,000,000 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | 1,000,000 | | Min Subsequent Investment: | 100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | 100 |
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| The investment seeks long-term capital growth; current income is a secondary objective.
The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the equity securities of non-U.S. issuers located in at least three countries (excluding the United States) which are (i) 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. |
| Last Dividend
(Dec 30, 2012)
:
| 0.10 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 12.00% | | Average for Category: | 64.55% |
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| Expense | EGLRX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.39% | 1.45% | | Prospectus Net Expense Ratio: | 1.43% | N/A | | Prospectus Gross Expense Ratio: | 1.51% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.38% | | Max Deferred Sales Load:
| N/A | 2.08% | | 3 Yr Expense Projection*: | 478 | 656 | | 5 Yr Expense Projection*: | 824 | 1,056 | | 10 Yr Expense Projection*: | 1,801 | 2,151 |
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0.29(1.14%) May 23