Alpine U.S. Real Estate Equity
2500 Westchester Purchase NY 10577
Map
Phone: 888-785-5578
| Category: | Specialty-Real Estate | | Fund Family: | Alpine | | Net Assets: | 47.50M | | Year-to-Date Return: | -51.45% | | Yield: | 3.80% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Sep-93 |
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Samuel A. Lieber
Lead Manager since
01-Sep-93 | | | 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 United States issuers which are principally engaged in the real estate industry or own significant real estate assets. |
| Last Dividend
(21-Dec-07):
| 0.53 | | Last Cap Gain
(21-Dec-06):
| 3.11 | | Annual Holdings Turnover
| 49.00% | | Average for Category:
| 106.30% |
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| Expense | EUEYX | Category
Avg | | Total Expense Ratio: | 1.19%
| 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*: |
$499 | $614 | | 5 Yr Expense Projection*: |
$860 | $947 | | 10 Yr Expense Projection*: |
$1,878 | $1,866 |
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