Alpine Cyclical Advantage Property
2500 Westchester Purchase NY 10577
Map
Phone: 888-785-5578
| Category: | Real Estate | | Fund Family: | Alpine | | Net Assets: | 59.21M | | Year-to-Date Return: | 40.61% | | Yield: | 0.70% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Sep-93 |
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Samuel A. Lieber
Lead Manager since
01-Sep-93 | | | 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 long-term capital growth; current income is a secondary consideration. The fund normally invests at least 80% of nets assets in securities of issuers which are principally engaged in the real estate industry or own significant real estate assets. It may invest without limitation in foreign securities, including direct investments in securities of foreign issuers and investments in depositary receipts (such as American Depositary Receipts) (?ADRs?) that represent indirect interests in securities of foreign issuers. |
| Last Dividend
(19-Dec-08):
| 0.12 | | Last Cap Gain
(21-Dec-06):
| 3.11 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 109.25% |
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| Expense | EUEYX | Category
Avg | | Total Expense Ratio: | 1.20%
| 1.44% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.41% | | Max Deferred Sales Load: | %
| 2.73% | | 3 Yr Expense Projection*: |
$ 536 | $633 | | 5 Yr Expense Projection*: |
$ 923 | $984 | | 10 Yr Expense Projection*: |
$ 2,009 | $1,953 |
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