Alpine Realty Income & Growth A (AIAGX)
* As of 31-Dec-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.65%|
Performance & Risk
|5y Avg Return:||17.06%|
|Rank in Category (ytd):||16|
|% Rank in Category (ytd):||5.84%|
|Morningstar Risk Rating:||5|
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. View More