Alpine Dynamic Innovators
Alpine Woods Capital Investors, LLC 2500 Westchester Avenue, Suite 215
Map
Phone: 888-785-5578
| Category: | Small Growth | | Fund Family: | Alpine | | Net Assets: | 11.11M | | Year-to-Date Return: | 34.16% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Jul-06 |
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Samuel A. Lieber
Lead Manager since
12-Jul-06 | | | 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. |
| 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 capital appreciation. The fund normally invests net assets in the equity securities of U.S. and foreign companies that the management believes offer superior growth potential due to the innovative nature of each company?s products, technology or business model. It may invest in securities of companies with small or medium market capitalizations, however, for added stability, the fund may invest a portion of assets in the common stocks of larger companies selected for their entrepreneurial capabilities. |
| Last Dividend
(21-Dec-07):
| 0.02 | | Last Cap Gain
(21-Dec-07):
| 0.41 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 132.21% |
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| Expense | ADINX | Category
Avg | | Total Expense Ratio: | 1.38%
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 449 | $680 | | 5 Yr Expense Projection*: |
$ 776 | $1,078 | | 10 Yr Expense Projection*: |
$ 1,702 | $2,174 |
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0.16% Nasdaq 
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