Alpine Realty Income & Growth
2500 Westchester Purchase NY 10577
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Phone: 888-785-5578
| Category: | Specialty-Real Estate | | Fund Family: | Alpine | | Net Assets: | 95.33M | | Year-to-Date Return: | -46.75% | | Yield: | 8.49% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Dec-98 |
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Robert W. Gadsden
Lead Manager since
01-Sep-99 | | | Gadsden serves as Portfolio Manager of the Alpine Realty Income & Growth Fund and is also the Senior Real Estate Analyst for Alpine Mutual Funds. Prior to joining Alpine in 1999, Gadsden was a Vice President of the Prudential Realty Group. |
| 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 a high level of current income; capital appreciation is a secondary consideration. The fund invests primarily in the securities of issuers which are principally engaged in the real estate industry or own significant real estate assets. It is non-diversified. |
| Last Dividend
(25-Sep-08):
| 0.25 | | Last Cap Gain
(21-Dec-07):
| 1.71 | | Annual Holdings Turnover
| 33.00% | | Average for Category:
| 106.30% |
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| Expense | AIGYX | Category
Avg | | Total Expense Ratio: | 1.29%
| 1.44% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.44% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$409 | $614 | | 5 Yr Expense Projection*: |
$708 | $947 | | 10 Yr Expense Projection*: |
$1,556 | $1,866 |
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