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Alpine Emerging Markets Rel Est Instl (AEMEX) Fund Ranking and Research

Ranking, Research and Recommendation of Alpine Emerging Markets Rel Est Instl (AEMEX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Alpine Emerging Markets Rel Est Instl Fund (AEMEX) ManagerFund Manager - Joel E.D. Wells

Fund Manager Information

Fund Manager Tenure: 10.8 years
Fund Family: Alpine
Fund Category: Global Real Estate
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.39)     (What does this score mean?)

 

Graph of Alpine Emerging Markets Rel Est Instl Fund (AEMEX) ProfileAlpine Emerging Markets Rel Est Instl Fund (AEMEX) Profile

Fund Profile and Description

Alpine Emerging Markets Rel Est Instl Fund seeks capital appreciation; current income is a secondary objective. Alpine Emerging Markets Rel Est Instl Fund, under normal circumstances, invests at least 80% of net assets in the equity securities of U.S. and non-U.S. real estate-related issuers. In addition, it invests at least 80% of net assets in the securities of issuers located in emerging market countries.

 

Alpine Emerging Markets Rel Est Instl (AEMEX) Fund Strength What we like about Alpine Emerging Markets Rel Est Instl (AEMEX) Fund

Data for Alpine Emerging Markets Rel Est Instl Fund (AEMEX) as of May 30, 2016

  • Alpine Emerging Markets Rel Est Instl Fund (AEMEX) management has been with Alpine Emerging Markets Rel Est Instl Fund for 10.8 years
  • Alpine Emerging Markets Rel Est Instl Fund (AEMEX) has a lower expense ratio than its Global Real Estate average: 1.35% vs 1.38%
  • Alpine Emerging Markets Rel Est Instl Fund (AEMEX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Alpine Emerging Markets Rel Est Instl Fund (AEMEX) Weakness What we are cautious about Alpine Emerging Markets Rel Est Instl (AEMEX) Fund

Data for Alpine Emerging Markets Rel Est Instl Fund (AEMEX) as of May 30, 2016

  • Alpine Emerging Markets Rel Est Instl Fund (AEMEX) has a less-than-ideal short-term performance (1-year return -17.39% vs 0.79% Global Real Estate category median performance)
  • Alpine Emerging Markets Rel Est Instl Fund (AEMEX) has a less-than-ideal mid-term performance (3-year return -9.17% vs 5.24% Global Real Estate category median performance)
  • Alpine Emerging Markets Rel Est Instl Fund (AEMEX) has a less-than-ideal Long-term performance (5-year return -3.44% vs 5.67% Global Real Estate category median performance)
  • Alpine Emerging Markets Rel Est Instl Fund (AEMEX) ratio of up-years vs down years can be improved
  • Alpine Emerging Markets Rel Est Instl Fund (AEMEX) has a Morningstar rating of 3 and below
  • Alpine Emerging Markets Rel Est Instl Fund (AEMEX) is less safe compared to its Global Real Estate peers
  • Alpine Emerging Markets Rel Est Instl Fund (AEMEX) has an annual stock turnover rate of 78.00% that is higher than the Global Real Estate average of 59.11%. This could mean Alpine Emerging Markets Rel Est Instl is more nimble, but also signal potential high tax impact and high trading fees
  • Alpine Emerging Markets Rel Est Instl Fund (AEMEX) does not have a good risk adjusted return as its 3-year Alpha of -14.26 is worse than category average of -1.41, and its 3-year Sharpe ratio is -0.4
  • Alpine Emerging Markets Rel Est Instl Fund (AEMEX) is more volatile than its peers as it has a 3-year Standard Deviation of 19.5 that is higher than category average of 12.98
See Alpine Emerging Markets Rel Est Instl Fund (AEMEX) performance details as of May 30, 2016

 

What do you think?

 

Compare Alpine Emerging Markets Rel Est Instl Fund (AEMEX)Compare with other top Global Real Estate category mutual funds

Aadditional top Global Real Estate mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Alpine Emerging Markets Rel Est Instl-4.63-17.39-9.17-3.44
MFS Global Real Estate R5 (MGLRX)7.347.247.857.73Compare
Oppenheimer Global Real Estate Y (OGRYX)3.602.716.960Compare
Third Avenue Real Estate Value Instl (TAREX)2.65-4.826.797.83Compare

See top fund managers for Global Real Estate Category Funds

 

Compare Alpine Emerging Markets Rel Est Instl Fund (AEMEX)Compare with Global Real Estate category ETFs

Some Global Real Estate ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust FTSE EN Dev Mkts Rel Est ETF (FFR)000
iShares Europe Developed Real Estate (IFEU)000
iShares International Dev Rel Est (IFGL)000
iShares International Developed Property (WPS)000
SPDR Dow Jones Global Real Estate ETF (RWO)000

 

Graph of Alpine Emerging Markets Rel Est Instl Fund (AEMEX) Net Asset TrackingAlpine Emerging Markets Rel Est Instl (AEMEX) Fund Net Asset

Track net asset change of Alpine Emerging Markets Rel Est Instl fund (AEMEX)

DateNet Asset
05/2016$3.97M
03/2016$4.13M
02/2016$3.74M
More historic net asset information on Alpine Emerging Markets Rel Est Instl Fund (AEMEX)

  

Graph of Alpine Emerging Markets Rel Est Instl Fund (AEMEX) Portfolio TrackingAlpine Emerging Markets Rel Est Instl (AEMEX) Fund Portfolio Allocation

Track portfolio allocation change of Alpine Emerging Markets Rel Est Instl fund (AEMEX)

DateCashStockBondOther
01/20160.58%95.15%0%4.27%
10/20152.14%94.11%0%3.75%
07/20158.24%89.25%0%2.51%
Click here to see more historic asset allocation information on Alpine Emerging Markets Rel Est Instl Fund (AEMEX)

 

graph of Alpine Emerging Markets Rel Est Instl Fund (AEMEX) Top 10 Position TrackingTop 10 Holdings in Alpine Emerging Markets Rel Est Instl (AEMEX) Fund

Discover what Alpine Emerging Markets Rel Est Instl Fund (AEMEX) manager is buying

Jan 30, 2016
CHINA OVERSEAS LAND& [11.98%]
CHINA RESOURCES LAND [8.2%]
Fibra Uno Administracion SA de CV Series 11 [3.49%]
Dalian Wanda Commercial Properties Co Ltd [3.19%]
AYALA LAND INC [3.16%]
Global Logistic Properties Ltd [2.97%]
SM PRIME HLDG INTL S [2.95%]
Emaar Properties PJSC [2.49%]
Longfor Properties Co Ltd [2.03%]

Oct 30, 2015
CHINA OVERSEAS LAND& [10.92%]
CHINA RESOURCES LAND [7.1%]
Emaar Properties PJSC [4.83%]
AYALA LAND INC [3.41%]
Dalian Wanda Commercial Properties Co Ltd [3.19%]
SM PRIME HLDG INTL S [2.8%]
Growthpoint Properties Ltd. [2.18%]
EVERGRANDE REAL EST [2.1%]
Fibra Uno Administracion SA de CV Series 11 [2%]

Jul 30, 2015
CHINA OVERSEAS LAND& [9.55%]
CHINA RESOURCES LAND [6.35%]
Emaar Properties PJSC [5.22%]
AYALA LAND INC [3.05%]
SM PRIME HLDG INTL S [2.43%]
Growthpoint Properties Ltd [2.14%]
Fibra Uno Administracion SA de CV Series 11 [2.12%]
SINO-OCEAN LAND [1.69%]
Click here for Stock Holding Change Map in Alpine Emerging Markets Rel Est Instl Fund (AEMEX)

  

Latest News on Alpine Emerging Markets Rel Est Instl (AEMEX) Fund

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