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Alpine Global Infrastructure Instl (AIFRX) Fund Ranking and Research

Ranking, Research and Recommendation of Alpine Global Infrastructure Instl (AIFRX) Fund

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

 

Graph of Alpine Global Infrastructure Instl Fund (AIFRX) ManagerFund Manager - Joshua Duitz

Fund Manager Information

Fund Manager Tenure: 11.1 years
Fund Family: Alpine
Fund Category: Infrastructure
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.39)     (What does this score mean?)

 

Graph of Alpine Global Infrastructure Instl Fund (AIFRX) ProfileAlpine Global Infrastructure Instl Fund (AIFRX) Profile

Fund Profile and Description

Alpine Global Infrastructure Instl Fund seeks capital appreciation; current income is a secondary objective. Alpine Global Infrastructure Instl Fund, under normal circumstances, invests at least 80% of net assets in the equity securities of U.S. and non-U.S. infrastructure-related issuers. An “infrastructure-related” issuer is an issuer at least 50% of the assets of which are infrastructure assets or 50% of its gross income or net profits are attributable to or derived, directly or indirectly, from the ownership, management, construction, development, operation, utilization or financing of infrastructure assets.

 

Alpine Global Infrastructure Instl (AIFRX) Fund Strength What we like about Alpine Global Infrastructure Instl (AIFRX) Fund

Data for Alpine Global Infrastructure Instl Fund (AIFRX) as of May 30, 2016

  • Alpine Global Infrastructure Instl Fund (AIFRX) management has been with Alpine Global Infrastructure Instl Fund for 11.1 years
  • Alpine Global Infrastructure Instl Fund (AIFRX) ratio of up-years vs down years is greater than 2
  • Asset base in Alpine Global Infrastructure Instl Fund (AIFRX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Alpine Global Infrastructure Instl Fund (AIFRX) has a lower expense ratio than its Infrastructure average: 1.25% vs 1.38%
  • Alpine Global Infrastructure Instl Fund (AIFRX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Alpine Global Infrastructure Instl Fund (AIFRX) Weakness What we are cautious about Alpine Global Infrastructure Instl (AIFRX) Fund

Data for Alpine Global Infrastructure Instl Fund (AIFRX) as of May 30, 2016

  • Alpine Global Infrastructure Instl Fund (AIFRX) has a less-than-ideal short-term performance (1-year return -8.79% vs -5.14% Infrastructure category median performance)
  • Alpine Global Infrastructure Instl Fund (AIFRX) has a less-than-ideal mid-term performance (3-year return 3.41% vs 6.49% Infrastructure category median performance)
  • Alpine Global Infrastructure Instl Fund (AIFRX) has a less-than-ideal Long-term performance (5-year return 5.63% vs 6.68% Infrastructure category median performance)
  • Alpine Global Infrastructure Instl Fund (AIFRX) has a Morningstar rating of 3 and below
  • Alpine Global Infrastructure Instl Fund (AIFRX) is less safe compared to its Infrastructure peers
  • Alpine Global Infrastructure Instl Fund (AIFRX) has an annual stock turnover rate of 116.00% that is higher than the Infrastructure average of 67.66%. This could mean Alpine Global Infrastructure Instl is more nimble, but also signal potential high tax impact and high trading fees
  • Alpine Global Infrastructure Instl Fund (AIFRX) does not have a good risk adjusted return as its 3-year Alpha of -1.24 is worse than category average of 1.1, and its 3-year Sharpe ratio is 0.33
  • Alpine Global Infrastructure Instl Fund (AIFRX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.08 that is higher than category average of 11.65
See Alpine Global Infrastructure Instl Fund (AIFRX) performance details as of May 30, 2016

 

What do you think?

 

Compare Alpine Global Infrastructure Instl Fund (AIFRX)Compare with other top Infrastructure category mutual funds

Aadditional top Infrastructure mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Alpine Global Infrastructure Instl7.25-8.793.415.63
Lazard Global Listed Infrastructure Inst (GLIFX)3.653.9013.8412.85Compare
Cohen & Steers Global Infrastructure A (CSUAX)8.39-3.257.027.53Compare
Reaves Utilities and Energy Infras A (RSRAX)13.017.109.048.69Compare

See top fund managers for Infrastructure Category Funds

 

Compare Alpine Global Infrastructure Instl Fund (AIFRX)Compare with Infrastructure category ETFs

Some Infrastructure ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Global Infrastructure (IGF)000
SPDR S&P Global Infrastructure ETF (GII)10.40%-4.86%6.48%

 

Graph of Alpine Global Infrastructure Instl Fund (AIFRX) Net Asset TrackingAlpine Global Infrastructure Instl (AIFRX) Fund Net Asset

Track net asset change of Alpine Global Infrastructure Instl fund (AIFRX)

DateNet Asset
05/2016$158.94M
03/2016$156.88M
02/2016$149.09M
More historic net asset information on Alpine Global Infrastructure Instl Fund (AIFRX)

  

Graph of Alpine Global Infrastructure Instl Fund (AIFRX) Portfolio TrackingAlpine Global Infrastructure Instl (AIFRX) Fund Portfolio Allocation

Track portfolio allocation change of Alpine Global Infrastructure Instl fund (AIFRX)

DateCashStockBondOther
01/20160%99.09%0%0.91%
10/20154.9%93.89%0%1.21%
07/20153.52%90.58%0%5.9%
Click here to see more historic asset allocation information on Alpine Global Infrastructure Instl Fund (AIFRX)

 

graph of Alpine Global Infrastructure Instl Fund (AIFRX) Top 10 Position TrackingTop 10 Holdings in Alpine Global Infrastructure Instl (AIFRX) Fund

Discover what Alpine Global Infrastructure Instl Fund (AIFRX) manager is buying

Jan 30, 2016
Geo Group Inc (The) REIT [2.75%]
Crown Castle International Corp [2.62%]
Vinci SA [2.54%]
Eutelsat Communications [2.38%]
American Tower Corporation (REI [2.37%]
EAST JAPAN RAILWAY C [2.29%]
Ferrovial SA [2.26%]
AT&T Inc. [2.2%]
CANADIAN PACIFIC RAILWAY LIMITE [2.1%]
NextEra Energy, Inc. Common Sto [2.09%]

Oct 30, 2015
Crown Castle International Corp [2.64%]
Geo Group Inc (The) REIT [2.53%]
ENBRIDGE INC [2.49%]
Ferrovial SA [2.44%]
Vinci [2.43%]
T-Mobile US, Inc. [2.18%]
American Tower Corporation (REI [2.12%]
Eutelsat Communications [2.1%]
Union Pacific Corporation Commo [2.1%]
Pattern Energy Group Inc. [2.08%]

Jul 30, 2015
Ferrovial SA [2.47%]
Vinci [2.27%]
American Tower Corporation (REI [2.13%]
Geo Group Inc (The) REIT [2.08%]
Williams Companies, Inc. (The) [2%]
ENBRIDGE INC [1.99%]
OHL Mexico SAB de CV [1.96%]
Union Pacific Corporation Commo [1.95%]
CANADIAN PACIFIC RAILWAY LIMITE [1.92%]
T-Mobile US, Inc. Common Stock [1.9%]
Click here for Stock Holding Change Map in Alpine Global Infrastructure Instl Fund (AIFRX)

  

Latest News on Alpine Global Infrastructure Instl (AIFRX) Fund

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Alpine Global Infrastructure Instl Fund (AIFRX) Related ResourcesSee more information on Alpine Global Infrastructure Instl (AIFRX) Fund

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