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Alpine Realty Income & Growth Instl (AIGYX) Fund Ranking and Research

Ranking, Research and Recommendation of Alpine Realty Income & Growth Instl (AIGYX) Fund

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Graph of Alpine Realty Income & Growth Instl Fund (AIGYX) ManagerFund Manager - Robert W. Gadsden

Fund Manager Information

Fund Manager Tenure: 20.9 years
Fund Family: Alpine
Fund Category: Real Estate
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.64)     (What does this score mean?)
Prior to joining the Adviser in 1999, Mr. Gadsden was a Vice President of the Prudential Realty Group.  Get more insights on Robert W. Gadsden

 

Graph of Alpine Realty Income & Growth Instl Fund (AIGYX) ProfileAlpine Realty Income & Growth Instl Fund (AIGYX) Profile

Fund Profile and Description

Alpine Realty Income & Growth Instl Fund seeks a high level of current income; capital appreciation is a secondary consideration. Alpine Realty Income & Growth Instl Fund invests 80% of net assets in the securities of issuers which are principally engaged in the real estate-related industry. It may invest up to 35% of net assets in the securities of foreign issuer. Alpine Realty Income & Growth Instl Fund may invest in companies of all market capitalizations. It may borrow up to 10% of total assets for investment purposes. Alpine Realty Income & Growth Instl Fund is non-diversified.

 

Alpine Realty Income & Growth Instl (AIGYX) Fund Strength What we like about Alpine Realty Income & Growth Instl (AIGYX) Fund

Data for Alpine Realty Income & Growth Instl Fund (AIGYX) as of May 30, 2016

  • Alpine Realty Income & Growth Instl Fund (AIGYX) management has been with Alpine Realty Income & Growth Instl Fund for 20.9 years
  • Alpine Realty Income & Growth Instl Fund (AIGYX) has good mid-term performance (3-year return 10.47% vs 9.69% Real Estate category median performance)
  • Alpine Realty Income & Growth Instl Fund (AIGYX) has good Long-term performance (5-year return 9.89% vs 9.40% Real Estate category median performance)
  • Alpine Realty Income & Growth Instl Fund (AIGYX) ratio of up-years vs down years is greater than 2
  • Alpine Realty Income & Growth Instl Fund (AIGYX) has an annual stock turnover rate of 32.00% vs Real Estate average of 61.66%. It is good that Alpine Realty Income & Growth Instl management does not trade extensively for its return.
  • Alpine Realty Income & Growth Instl Fund (AIGYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Alpine Realty Income & Growth Instl Fund (AIGYX) Weakness What we are cautious about Alpine Realty Income & Growth Instl (AIGYX) Fund

Data for Alpine Realty Income & Growth Instl Fund (AIGYX) as of May 30, 2016

  • Alpine Realty Income & Growth Instl Fund (AIGYX) has a less-than-ideal short-term performance (1-year return 8.38% vs 9.01% Real Estate category median performance)
  • Alpine Realty Income & Growth Instl Fund (AIGYX) has a Morningstar rating of 3 and below
  • Alpine Realty Income & Growth Instl Fund (AIGYX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.33 that is higher than category average of 14.6
  • Alpine Realty Income & Growth Instl Fund (AIGYX) has a higher expense ratio of 1.31% than its Real Estate average of 1.28%
  • As a Real Estate focused fund, Alpine Realty Income & Growth Instl Fund (AIGYX) is less diversified and has inherited sector risks associated with the fund
See Alpine Realty Income & Growth Instl Fund (AIGYX) performance details as of May 30, 2016

 

What do you think?

 

Compare Alpine Realty Income & Growth Instl Fund (AIGYX)Compare with other top Real Estate category mutual funds

Aadditional top Real Estate mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Alpine Realty Income & Growth Instl4.268.3810.479.89
Cohen & Steers Real Estate Securities A (CSEIX)4.9712.0412.7011.08Compare
Fidelity Real Estate Investment Port (FRESX)5.4713.1611.0110.65Compare
Goldman Sachs Real Estate Securities Ins (GREIX)4.4810.0510.3410.22Compare

See top fund managers for Real Estate Category Funds

 

Compare Alpine Realty Income & Growth Instl Fund (AIGYX)Compare with Real Estate category ETFs

Some Real Estate ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR Dow Jones REIT ETF (RWR)3.89%9.97%10.25%
iShares US Real Estate (IYR)5.47%8.55%8.64%
Wilshire US REIT ETF (WREI)4.51%11.20%10.78%
iShares Real Estate 50 (FTY)4.72%10.99%9.37%
Schwab US REIT ETF (SCHH)4.03%10.20%10.44%

 

Graph of Alpine Realty Income & Growth Instl Fund (AIGYX) Net Asset TrackingAlpine Realty Income & Growth Instl (AIGYX) Fund Net Asset

Track net asset change of Alpine Realty Income & Growth Instl fund (AIGYX)

DateNet Asset
05/2016$116.34M
03/2016$117.55M
02/2016$106.97M
More historic net asset information on Alpine Realty Income & Growth Instl Fund (AIGYX)

  

Graph of Alpine Realty Income & Growth Instl Fund (AIGYX) Portfolio TrackingAlpine Realty Income & Growth Instl (AIGYX) Fund Portfolio Allocation

Track portfolio allocation change of Alpine Realty Income & Growth Instl fund (AIGYX)

DateCashStockBondOther
01/20160%98.84%0%0%
10/20150%97.99%0%0.75%
07/20150%98.04%0%0.72%
Click here to see more historic asset allocation information on Alpine Realty Income & Growth Instl Fund (AIGYX)

 

graph of Alpine Realty Income & Growth Instl Fund (AIGYX) Top 10 Position TrackingTop 10 Holdings in Alpine Realty Income & Growth Instl (AIGYX) Fund

Discover what Alpine Realty Income & Growth Instl Fund (AIGYX) manager is buying

Jan 30, 2016
Simon Property Group, Inc. Comm [9%]
Public Storage Common Stock [5.72%]
Boston Properties, Inc. Common [4.95%]
Equity Residential Common Share [4.52%]
Essex Property Trust, Inc. Comm [4.33%]
AvalonBay Communities, Inc. Com [3.77%]
Digital Realty Trust, Inc. Comm [3.62%]
Alexandria Real Estate Equities [3.5%]
Vornado Realty Trust Common Sto [3.5%]
ProLogis, Inc. Common Stock [3.37%]

Oct 30, 2015
Simon Property Group, Inc. Comm [9.64%]
Boston Properties, Inc. Common [5.31%]
Public Storage Common Stock [5.12%]
Equity Residential Common Share [4.49%]
Essex Property Trust, Inc. Comm [4.44%]
Vornado Realty Trust Common Sto [3.94%]
Alexandria Real Estate Equities [3.93%]
AvalonBay Communities, Inc. Com [3.81%]
ProLogis, Inc. Common Stock [3.61%]
SL Green Realty Corporation Com [3.53%]

Jul 30, 2015
Simon Property Group, Inc. Comm [8.82%]
Boston Properties, Inc. Common [5.12%]
Public Storage Common Stock [4.51%]
Essex Property Trust, Inc. Comm [4.45%]
Equity Residential Common Share [4.28%]
Alexandria Real Estate Equities [4%]
SL Green Realty Corporation Com [3.98%]
Vornado Realty Trust Common Sto [3.76%]
AvalonBay Communities, Inc. Com [3.7%]
ProLogis, Inc. Common Stock [3.56%]
Click here for Stock Holding Change Map in Alpine Realty Income & Growth Instl Fund (AIGYX)

  

Latest News on Alpine Realty Income & Growth Instl (AIGYX) Fund

See what is happening with Alpine Realty Income & Growth Instl Fund (AIGYX)

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Alpine Realty Income & Growth Instl Fund (AIGYX) Related ResourcesSee more information on Alpine Realty Income & Growth Instl (AIGYX) Fund

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