Alpine Transformations Institutional
Alpine Series Trust2500 Westchester Avenue, Suite 215
Map
Phone: 888-785-5578
| Category: | Mid-Cap Growth | | Fund Family: | Alpine | | Net Assets: | 6.45M | | Year-to-Date Return: | 2.86% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | Dec 30, 2007 |
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Stephen A. Lieber
Lead Manager since Dec 30, 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. |
| Min Initial Investment: | 1,000,000 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | 1,000,000 | | Min Subsequent Investment: | 100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | 100 |
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| 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 may invest without limitation in foreign securities, provided that no more than 35% are invested in emerging markets. |
| Last Dividend
:
| 0.00 | | Last Cap Gain
(Dec 17, 2012)
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| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 63.00% | | Average for Category: | 71.72% |
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| Expense | ADTRX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.35% | 1.35% | | Prospectus Net Expense Ratio: | 1.35% | N/A | | Prospectus Gross Expense Ratio: | 1.98% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.38% | | Max Deferred Sales Load:
| N/A | 2.44% | | 3 Yr Expense Projection*: | 560 | 569 | | 5 Yr Expense Projection*: | 1,009 | 907 | | 10 Yr Expense Projection*: | 2,256 | 1,845 |
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0.26(1.96%) May 22