Alpine Dynamic Transformations
Alpine Woods Capital Investors, LLC 2500 Westchester Avenue, Suite 215
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Phone: 888-785-5578
| Category: | Mid-Cap Blend | | Fund Family: | Alpine | | Net Assets: | 3.51M | | Year-to-Date Return: | 47.13% | | Yield: | 0.49% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Dec-07 |
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Sarah Hunt
Lead Manager since
31-Dec-07 | | | Hunt joined the Dynamic Dividend team of Alpine in 2007 after ten years at Capital Management Associates, Inc., where she finished as Senior Vice President of Equity Research. During her ten years at Capital Managements Associates, Inc., she was responsible for securities analysis and investment research on energy products and oil and gas industry capital goods. Hunt holds the 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 capital appreciation. The fund seeks to invest in companies that, in the Adviser's estimation, are entering or on the verge of entering an accelerated growth period catalyzed by transformation. It expects to invest between 50% and 80% of net assets in the securities of U.S. issuers. The fund may invest without limitation in foreign securities and may invest up to 100% of net assets in the securities of non-U.S. issuers and is not restricted on how much may be invested in the issuers of any single country. |
| Last Dividend
(19-Dec-08):
| 0.04 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 90.71% |
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| Expense | ADTRX | Category
Avg | | Total Expense Ratio: | 1.40%
| 1.36% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.26% | | Max Deferred Sales Load: | %
| 2.31% | | 3 Yr Expense Projection*: |
$ 443 | $623 | | 5 Yr Expense Projection*: |
$ 766 | $964 | | 10 Yr Expense Projection*: |
$ 1,680 | $1,949 |
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