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Alpine Int Real Estate Equity Instl (EGLRX) Fund Ranking and Research

Ranking, Research and Recommendation of Alpine Int Real Estate Equity Instl (EGLRX) Fund

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

 

Graph of Alpine Int Real Estate Equity Instl Fund (EGLRX) ManagerFund Manager - Samuel A. Lieber

Fund Manager Information

Fund Manager Tenure: 31.1 years
Fund Family: Alpine
Fund Category: Global Real Estate
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.35)     (What does this score mean?)
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. Previous to this, he worked for the urban design firm, Project for Public Spaces, as a Noyes Fellow.  Get more insights on Samuel A. Lieber

 

Graph of Alpine Int Real Estate Equity Instl Fund (EGLRX) ProfileAlpine Int Real Estate Equity Instl Fund (EGLRX) Profile

Fund Profile and Description

Alpine Int Real Estate Equity Instl Fund seeks long-term capital growth; current income is a secondary consideration. Alpine Int Real Estate Equity Instl Fund invests, under normal circumstances, at least 80% of net assets (plus the amount of any borrowings for investment purposes) in the equity securities of non-United States issuers located in at least three foreign countries which are (i) principally engaged in the real estate industry, (ii) are principally engaged in real estate financing or (iii) control real estate assets with an aggregate estimated value equal to no less than 50% of such issuer’s assets. It pursues a flexible strategy of investing in companies throughout the world.

 

Alpine Int Real Estate Equity Instl (EGLRX) Fund Strength What we like about Alpine Int Real Estate Equity Instl (EGLRX) Fund

Data for Alpine Int Real Estate Equity Instl Fund (EGLRX) as of May 30, 2016

  • Alpine Int Real Estate Equity Instl Fund (EGLRX) management has been with Alpine Int Real Estate Equity Instl Fund for 31.1 years
  • Alpine Int Real Estate Equity Instl Fund (EGLRX) has an annual stock turnover rate of 28.00% vs Global Real Estate average of 58.14%. It is good that Alpine Int Real Estate Equity Instl management does not trade extensively for its return.
  • Alpine Int Real Estate Equity Instl Fund (EGLRX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Alpine Int Real Estate Equity Instl Fund (EGLRX) Weakness What we are cautious about Alpine Int Real Estate Equity Instl (EGLRX) Fund

Data for Alpine Int Real Estate Equity Instl Fund (EGLRX) as of May 30, 2016

  • Alpine Int Real Estate Equity Instl Fund (EGLRX) has a less-than-ideal short-term performance (1-year return -6.46% vs 0.79% Global Real Estate category median performance)
  • Alpine Int Real Estate Equity Instl Fund (EGLRX) has a less-than-ideal mid-term performance (3-year return -3.94% vs 5.24% Global Real Estate category median performance)
  • Alpine Int Real Estate Equity Instl Fund (EGLRX) has a less-than-ideal Long-term performance (5-year return -3.56% vs 5.67% Global Real Estate category median performance)
  • Alpine Int Real Estate Equity Instl Fund (EGLRX) ratio of up-years vs down years can be improved
  • Alpine Int Real Estate Equity Instl Fund (EGLRX) has a Morningstar rating of 3 and below
  • Alpine Int Real Estate Equity Instl Fund (EGLRX) is less safe compared to its Global Real Estate peers
  • Alpine Int Real Estate Equity Instl Fund (EGLRX) does not have a good risk adjusted return as its 3-year Alpha of -9.35 is worse than category average of -1.41, and its 3-year Sharpe ratio is -0.19
  • Alpine Int Real Estate Equity Instl Fund (EGLRX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.62 that is higher than category average of 12.98
  • Alpine Int Real Estate Equity Instl Fund (EGLRX) has a higher expense ratio of 1.41% than its Global Real Estate average of 1.39%
See Alpine Int Real Estate Equity Instl Fund (EGLRX) performance details as of May 30, 2016

 

What do you think?

 

Compare Alpine Int Real Estate Equity Instl Fund (EGLRX)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 Int Real Estate Equity Instl0.35-6.46-3.94-3.56
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 Int Real Estate Equity Instl Fund (EGLRX)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 Int Real Estate Equity Instl Fund (EGLRX) Net Asset TrackingAlpine Int Real Estate Equity Instl (EGLRX) Fund Net Asset

Track net asset change of Alpine Int Real Estate Equity Instl fund (EGLRX)

DateNet Asset
05/2016$117.31M
03/2016$119.61M
02/2016$108.84M
More historic net asset information on Alpine Int Real Estate Equity Instl Fund (EGLRX)

  

Graph of Alpine Int Real Estate Equity Instl Fund (EGLRX) Portfolio TrackingAlpine Int Real Estate Equity Instl (EGLRX) Fund Portfolio Allocation

Track portfolio allocation change of Alpine Int Real Estate Equity Instl fund (EGLRX)

DateCashStockBondOther
01/20165.29%89.88%0%4.83%
10/20150.2%92.78%0%7.02%
07/20151.71%90.39%0%7.89%
Click here to see more historic asset allocation information on Alpine Int Real Estate Equity Instl Fund (EGLRX)

 

graph of Alpine Int Real Estate Equity Instl Fund (EGLRX) Top 10 Position TrackingTop 10 Holdings in Alpine Int Real Estate Equity Instl (EGLRX) Fund

Discover what Alpine Int Real Estate Equity Instl Fund (EGLRX) manager is buying

Jan 30, 2016
Regus PLC [6.03%]
Dalata Hotel Group PLC [3.93%]
MITSUBISHI ESTATE CO [3.53%]
MITSUI FUDOSAN CO LT [3.5%]
CHINA RESOURCES LAND [3.2%]
KENEDIX INC TOKYO [3.16%]
Great Portland Estates PLC [3.13%]
South Asian Real E [3.07%]
NEXITY -A- [2.83%]

Oct 30, 2015
Regus PLC [6.75%]
MITSUI FUDOSAN CO LT [3.74%]
Great Portland Estates PLC [3.59%]
MITSUBISHI ESTATE CO [3.53%]
Dalata Hotel Group PLC [3.37%]
South Asian Real E [3.15%]
CHINA RESOURCES LAND [3.1%]
LXB Retail Properties Ord [2.73%]
KENEDIX INC TOKYO [2.6%]

Jul 30, 2015
Regus PLC [5.23%]
NEXITY -A- [4.54%]
LXB Retail Properties Ord [3.94%]
MITSUI FUDOSAN CO LT [3.53%]
South Asian Real E [3.44%]
MITSUBISHI ESTATE CO [3.31%]
Great Portland Estates PLC [3.1%]
SM PRIME HLDG INTL S [2.55%]
KENEDIX INC TOKYO [2.54%]
Click here for Stock Holding Change Map in Alpine Int Real Estate Equity Instl Fund (EGLRX)

  

Latest News on Alpine Int Real Estate Equity Instl (EGLRX) Fund

See what is happening with Alpine Int Real Estate Equity Instl Fund (EGLRX)

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Alpine Int Real Estate Equity Instl Fund (EGLRX) Related ResourcesSee more information on Alpine Int Real Estate Equity Instl (EGLRX) Fund

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