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Alpine Cyclical Advantage Proper: (MF: EUEYX)

(MF) As of Apr 15, 2014 06:05 PM ET

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$24.90 USD

-0.21 (-0.84%)

Zacks MF Rank : 1 - Strong Buy [?] 1        

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
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General Information as of Mar 31, 2014

% Yield 1.97
% SEC Yield NA
% YTD Return (as of Mar 31, 2014) -0.35
Objective* Equity - Sector Real Est
Peer* RE MB

*Key

Zacks Premium Research for EUEYX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank [?] Rank Change Trend Strong Buy 1
MF Research Report

( = Change in last 30 days)

Zacks Mutual Fund #1 Ranked Funds

View the Zacks Mutual Fund Rank Guide

Portfolio Statistics

%Unrealized Gain YTD 13.09
Net Assets (Mil $) 3/31/2014 61.81
%Turnover 3/31/2014 60.00

Allocation

% of Portfolio
Large Growth 8.26
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 18.68
Emerging Market 13.72
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 29.07
High Yield Bond 0.00

Sector / Country Weightings

As of 3/31/2014 % of Portfolio
Finance 61.77
Other 24.18
Consumer Durables 6.36
Retail Trade 3.40
Industrial Cyclical 3.14
Non-Durable 1.15

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2014)
% of Portfolio Value (Mil$)
STARWOOD PROPERTY TRUST 3.97 2.27
KENEDIX INC 3.83 2.18
ALTISOURCE RESIDENTIAL CO 3.45 1.97
OCWEN FINANCIAL 3.16 1.80
LXB RETAIL PROPERTIES PLC 2.84 1.62
HULIC CO LTD 2.77 1.58
COLONY FINANCIAL, INC 2.72 1.55
QUINTAIN ESTATES & DEVELO 2.60 1.48
RYLAND GROUP INC 2.35 1.34

Stock Holding % of Net Assets

As Of 1/31/2014
Total Issues 84
Avg. P/E 17.12
Avg. P/Book 2.46
Avg. EPS Growth 46.64
Avg. Market Value (Mil $) 5,931

Risk

3 Year 5 Year 10 Year
Beta 1.26 1.46 1.62
Alpha -9.60 -4.86 -7.55
R Squared 0.63 0.60 0.68
Std. Dev. 19.94 26.45 29.11
Sharpe 0.43 1.04 5.00