Mutual Fund Insights: Alpine International Real Estate Fund (EGLRX)

In-depth Analysis of Alpine International Real Estate Fund (EGLRX)

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See Alpine International Real Estate Fund (EGLRX) performance details as of January 31, 2010

  

Last Trade: $22.33 on 3/17/2010, Change: +0.08 (0.36%)

  

Fund Manager - Samuel A. Lieber

Fund Manager Tenure: 21.1 years
Fundmojo Fund Grade: D (Score: 0.47)     (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

  

 What we like about Alpine International Real Estate Fund (EGLRX)

Data for Alpine International Real Estate Fund (EGLRX) as of January 31, 2010

• Alpine International Real Estate Fund (EGLRX) management has been with Alpine International Real Estate Fund for 21.1 years
• Alpine International Real Estate Fund (EGLRX) has good short-term performance (1-year return 108.25% vs 47.97% Global Real Estate category average)
• Alpine International Real Estate Fund (EGLRX) ratio of up-years vs down years is greater than 2
• Alpine International Real Estate Fund (EGLRX) has an annual stock turnover rate of 51.00% vs Global Real Estate average of 69.72%. It is good that Alpine International Real Estate management does not trade extensively for its return.
• Alpine International Real Estate Fund (EGLRX) has a lower management fee than its Global Real Estate average: 1.17% vs 1.54%
• Alpine International Real Estate Fund (EGLRX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Alpine International Real Estate Fund (EGLRX)

Data for Alpine International Real Estate Fund (EGLRX) as of January 31, 2010

• Alpine International Real Estate Fund (EGLRX) has a less-than-ideal mid-term performance (3-year return -17.68% vs -15.77% Global Real Estate category average)
• Alpine International Real Estate Fund (EGLRX) has a less-than-ideal Long-term performance (5-year return -1.72% vs 1.00% Global Real Estate category average)
• Alpine International Real Estate Fund (EGLRX) has a Morningstar rating of 3 and below
• Alpine International Real Estate Fund (EGLRX) is more volatile than its peers as it has a 3-year Standard Deviation of 42.96 that is higher than category average of 29.8

See Alpine International Real Estate Fund (EGLRX) performance details as of January 31, 2010

  

  

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Alpine International Real Estate Fund (EGLRX) Net Asset

Track net asset change of Alpine International Real Estate fund (EGLRX)

Date	Net Asset
01/2010	$625.65M
11/2009	$712.43M
10/2009	$733.26M

More historic net asset information on Alpine International Real Estate Fund (EGLRX)

  

Alpine International Real Estate Fund (EGLRX) Portfolio Allocation

Track portfolio allocation change of Alpine International Real Estate fund (EGLRX)

Date	Cash	Stock	Bond	Other
09/2009	1.63%	91.97%	0.55%	5.85%
06/2009	1.18%	93.53%	0.45%	4.85%
03/2009	0%	93.93%	0%	6.07%

Click here to see more historic asset allocation information on Alpine International Real Estate Fund (EGLRX)

  

Most Recent Top 10 Holdings in Alpine International Real Estate Fund (EGLRX)

Discover what Alpine International Real Estate Fund (EGLRX) manager is buying

30-Sep-09 PDG Realty SA Empreendimentos e Participacoes [3.25%] Stockland [2.86%] SEGRO ORD [2.64%] REGUS PLC [2.47%] Cyrela Commercial Propert S.A. Empr Part [2.33%] Brookfield Incorporacoes SA [2.28%] Multiplan Empreendimentos Imobiliarios S.A. [2.27%] MRV Engenharia e Participacoes S.A. [2.26%] Agra Empreendimentos Imobiliarios S.A. [2.25%] SOUTH ASIAN REAL E [2.1%]

30-Jun-09 SEGRO ORD [3.34%] REGUS PLC [2.85%] PDG Realty SA Empreendimentos e Participacoes [2.78%] MRV Engenharia e Participacoes S.A. [2.57%] SOUTH ASIAN REAL E [2.49%] Cyrela Commercial Propert S.A. Empr Part [2.28%] Hopson Development Holdings Ltd. [2.23%] VERDE REALTY OPERATING PARTNERSHIP L P [2.23%] Stockland [2.07%] Morgan Stanley Asia Prods ([Wts/Rts]) [1.99%]

31-Mar-09 Regus PLC [5.28%] VERDE REALTY OPERATING PARTNERSHIP L P [3.41%] Unibail-rodamco [2.71%] Cyrela Commercial Propert S.A. Empr Part [2.56%] SOUTH ASIAN REAL E [2.53%] CapitaCommercial Tr [2.23%] PDG Realty SA Empreendimentos e Particip [2.14%] BR Malls Participacoes S.A. [2.07%] Sino-Ocean Land Holdings Limited [1.94%] MINOR INTL [1.91%]

Click here for Stock Holding Change Map in Alpine International Real Estate Fund (EGLRX)

  

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See more information on Alpine International Real Estate Fund (EGLRX)

• Alpine International Real Estate Fund Insights
• Alpine International Real Estate Fund Performance Data
• Alpine International Real Estate Fund News
• Alpine International Real Estate Fund Score Explaination
• Alpine International Real Estate Fund Manager Information
• Historic Alpine International Real Estate Fund Asset Allocation Report
• Historic Alpine International Real Estate Fund Top 10 Holding Tracking
• Historic Alpine International Real Estate Fund Asset Under Management Tracking