Dow Down 0.62% Nasdaq Down 1.14%

Alpine Emerging Markets Rel Est Instl (AEMEX)

17.64 Down 0.19(1.07%) Sep 22
Prev Close:17.64
YTD Return*:19.47%
Net Assets*:6.36M
Yield*:1.45%

* As of 31-Aug-14

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

Headlines

ยป More Headlines for AEMEX

Top Holdings

Symbol% AssetsYTD Return %
CAOVF.HK9.600.44
EMAAR6.346.83
2000024.88-10.99
CCOHF3.490.39
AYAAF2.80-3.15

Fund Basics

Morningstar Overall Rating:
Total Assets:6.36M
Category:Global Real Estate
Annual Report Expense Ratio (net):1.22%

Performance & Risk

YTD Return:19.47%
5y Avg Return:7.26%
Rank in Category (ytd):1
% Rank in Category (ytd):0.46%
Beta (3y):1.40
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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