Alpine International Real Estate
2500 Westchester Purchase NY 10577
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Phone: 888-785-5578
| Category: | Global Real Estate | | Fund Family: | Alpine | | Net Assets: | 1.66B | | Year-to-Date Return: | -26.14% | | Yield: | 1.70% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Feb-89 |
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Samuel A. Lieber
Lead Manager since
01-Feb-89 | | | 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. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital growth; current income is a secondary consideration. The fund invests primarily in the equity securities of non-United States issuers which are principally engaged in the real estate industry or own significant real estate assets. It gives particular consideration to investments in the United Kingdom, Western Europe, Australia, Canada, Japan, Hong Kong, Singapore, Malaysia and Thailand. |
| Last Dividend
(21-Dec-07):
| 0.53 | | Last Cap Gain
(21-Dec-07):
| 2.10 | | Annual Holdings Turnover
| 31.00% | | Average for Category:
| N/A |
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| Expense | EGLRX | Category
Avg | | Total Expense Ratio: | 1.14%
| 1.50% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.18% | | Max Deferred Sales Load: | 0.00%
| 2.28% | | 3 Yr Expense Projection*: |
$362 | $786 | | 5 Yr Expense Projection*: |
$628 | $1,151 | | 10 Yr Expense Projection*: |
$1,386 | $2,320 |
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