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Alpine Transformations A (ADATX)

14.65 Down 0.08(0.54%) Sep 19

Profile as of Aug 30, 2014Get Profile for:
Alpine Transformations A
Alpine Series Trust2500 Westchester Avenue, Suite 215
Phone: 888-785-5578
Fund Overview 
Category:Mid-Cap Growth
Fund Family:Alpine
Net Assets:8.28M
Year-to-Date Return:3.91%
Morningstar Rating:2 stars
Fund Inception Date:Dec 30, 2011
Morningstar Style Box 
Mid-Cap Growth
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Management Information 
Stephen A. Lieber
Lead Manager since Dec 31, 2007
Lieber is a portfolio manager and chief investment officer of Alpine Woods Capital Investors, LLC. He started his own investment firm, Lieber & Co., in 1969 and formed the Evergreen Fund, a mutual fund, in 1971. Following the purchase of Lieber & Co. by First Union Corp., Lieber continued as chairman, co-chief executive and also as portfolio manager until 1999. He is also chairman and senior portfolio manager of Saxon Woods Advisors, LLC.
Investment Information 
Min Initial Investment:2,500
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:2,500
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:100
ADATX can be purchased from 18 brokerages.

Fund Summary 
The investment seeks capital appreciation. The fund seeks to invest in equity securities of companies that, in the Adviser's estimation, are entering or on the verge of entering an accelerated growth period catalyzed by transformation. The Adviser seeks to identify investment opportunities in securities of companies that it believes are undervalued in light of the companies' potential for vigorous growth. The fund is not restricted on how much may be invested issuers of a single country, provided that it limits its investment in countries that are considered "emerging markets" to no more than 35% of its net assets.

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (Dec 5, 2013) : 0.00
Annual Holdings Turnover (Sep 17, 2014) : 61.00%
Average for Category:53.69%
Fees & Expenses 
ExpenseADATXCategory Avg
Annual Report Expense Ratio (net):1.60%1.32%
Prospectus Net Expense Ratio:1.60%N/A
Prospectus Gross Expense Ratio:2.49%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:5.50%5.39%
Max Deferred Sales Load: N/A2.26%
3 Yr Expense Projection*:1,203560
5 Yr Expense Projection*:1,727882
10 Yr Expense Projection*:3,1571,803
* Per $10,000 invested