Alpine Realty Income & Growth Instl (AIGYX)
20.02 
0.30(1.48%) May 23
| Prev Close: | 20.32 |
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| YTD Return*: | 4.23% |
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| Net Assets*: | 109.83M |
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| Yield*: | 3.94% |
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* As of 28-Feb-13
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Headlines
- No Headlines available for AIGYX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| SPG | 7.95 | 1.93 |
| BXP | 5.35 | -2.16 |
| VTR | 4.15 | 10.11 |
| PSA | 4.10 | 4.82 |
| PLD | 3.62 | 7.67 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 109.83M |
| Category: | Real Estate |
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| Annual Report Expense Ratio (net): | 1.33% |
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Performance & Risk
| YTD Return: | 4.23% |
| 5y Avg Return: | 5.94% |
| Rank in Category (ytd): | 24 |
| % Rank in Category (ytd): | 8.73% |
| Beta (3y): | 0.87 |
| Morningstar Risk Rating: | 5 |
Fund Summary
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.
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