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    Alpine Emerging Markets Rel Est Instl (AEMEX)

    16.26 Down 0.08(0.49%) Dec 19
    Prev Close:16.34
    YTD Return*:16.58%
    Net Assets*:6.24M
    Yield*:1.48%

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    ยป More Headlines for AEMEX

    Top Holdings

    Symbol% AssetsYTD Return %
    CAOVF.HK9.601.11
    EMAAR6.346.83
    2000024.88-13.58
    CCOHF3.491.22
    AYAAF2.806.31

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:6.24M
    Category:Global Real Estate
    Annual Report Expense Ratio (net):1.22%

    Performance & Risk

    YTD Return:16.58%
    5y Avg Return:4.34%
    Rank in Category (ytd):9
    % Rank in Category (ytd):4.07%
    Beta (3y):1.22
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks capital appreciation; current income is a secondary objective. The fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the equity securities of U.S. and non-U.S. 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 without limitation in the securities of foreign issuers that are publicly traded in the United States or on foreign exchanges. View More
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