Alpine Dynamic Financial Services
Alpine Woods Capital Investors, LLC 2500 Westchester Avenue, Suite 215
Map
Phone: 888-785-5578
| Category: | Financial | | Fund Family: | Alpine | | Net Assets: | 8.30M | | Year-to-Date Return: | 42.88% | | Yield: | 1.31% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Nov-05 |
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Peter Kovalski
Lead Manager since
01-Nov-05 | | | Kovalski has a lengthy background as a financial analyst specializing in the banking industry. In the ten years before joining the Alpine Mutual Funds staff in January, 2002, he served as the principal bank and thrift securities analyst for Lieber & Company and Evergreen Asset Management Corp. Prior to that, he was a bank analyst with Williams Securities and Ryan, Beck & Co. Kovalski holds Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth of capital and consistent above average total returns. The fund normally invests at least 80% of assets in the equity securities of certain U.S. and foreign companies engaged in the financial services industry. It invests a substantial percentage of assets in equity securities issued by banks that have strong growth prospects or takeover potential. |
| Last Dividend
(19-Dec-08):
| 0.10 | | Last Cap Gain
(19-Dec-08):
| 0.41 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 189.44% |
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| Expense | ADFSX | Category
Avg | | Total Expense Ratio: | 1.60%
| 1.72% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.11% | | Max Deferred Sales Load: | %
| 2.57% | | 3 Yr Expense Projection*: |
$ 618 | $891 | | 5 Yr Expense Projection*: |
$ 1,062 | $1,405 | | 10 Yr Expense Projection*: |
$ 2,296 | $2,643 |
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