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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 981 | 1058 | 1062 | 1133 | 1243 | 1895 |
Fund Return | -1.89% | 5.82% | 6.24% | 4.25% | 4.44% | 6.6% |
Place in category | 68 | 112 | 42 | 57 | 98 | 40 |
% in Category | 20 | 44 | 11 | 23 | 38 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Alpine Ultra Short Municipal Inc In | 546.76M | 1.60 | 2.15 | 1.26 | ||
Alpine Ultra Short Municipal Inc A | 149.5M | 0.56 | 1.62 | 0.95 | ||
Alpine Dynamic Dividend Institution | 96.87M | 1.20 | 4.17 | 7.20 | ||
Alpine Global Infrastructure Instl | 30.85M | -3.46 | 5.44 | 5.76 | ||
Alpine Realty IncomeGrowth Fund Cla | 432.16K | -1.99 | 3.96 | 6.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard REIT Index Adm | 19.37B | -4.93 | -2.35 | 5.22 | ||
Vanguard REIT Index I | 10.04B | -4.91 | -2.33 | 5.24 | ||
Vanguard Real Estate II Index Fund | 8.45B | -4.88 | -2.30 | - | ||
DFA Real Estate Securities I | 6.83B | -3.94 | -1.27 | 5.93 | ||
Cohen & Steers Instl Realty Shares | 6.62B | -2.14 | -0.09 | 7.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Prologis | US74340W1036 | 13.02 | 112.29 | -0.08% | |
Equinix | US29444U7000 | 8.48 | 766.26 | -0.04% | |
Public Storage | US74460D1090 | 6.13 | 283.25 | +0.23% | |
Welltower | US95040Q1040 | 5.99 | 104.04 | +0.16% | |
Digital | US2538681030 | 5.07 | 149.92 | +0.11% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Neutral |
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