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Alpine Global Consumer Growth A (AWCAX)

12.96 Up 0.05(0.39%) Jul 24

Profile as of Jun 29, 2014Get Profile for:
Alpine Global Consumer Growth A
Alpine Equity Trust2500 WestchesterPurchase NY 10577
Map
Phone: 888-785-5578
Fund Overview 
Category:Consumer Cyclical
Fund Family:Alpine
Net Assets:2.92M
Year-to-Date Return:0.15%
Yield:0.00%
Morningstar Rating:1 stars
Fund Inception Date:Dec 30, 2011
Morningstar Style Box 
Consumer Cyclical
[View Category Definition]
View Top Consumer Cyclical Funds
About the Morningstar Style Box
Management Information 
Samuel A. Lieber
Lead Manager since Dec 29, 2010
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.
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
AWCAX can be purchased from 18 brokerages.

Fund Summary 
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the securities of issuers which are principally engaged in (i) the manufacture, supply and production of consumer-related products, (ii) the delivery of consumer services or (iii) the end market sale of those goods and services. It pursues a flexible strategy of investing in companies throughout the world. In addition, under normal market conditions, the fund maintains no less than 20% exposure to securities of U.S. issuers.

Fund Operations 
Last Dividend (Dec 30, 2013) : 0.00
Last Cap Gain : 0.00
Annual Holdings Turnover (Jul 23, 2014) : 24.00%
Average for Category:148.58%
Fees & Expenses 
ExpenseAWCAXCategory Avg
Annual Report Expense Ratio (net):1.60%1.47%
Prospectus Net Expense Ratio:1.60%N/A
Prospectus Gross Expense Ratio:4.05%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:5.50%5.00%
Max Deferred Sales Load: N/A1.80%
3 Yr Expense Projection*:1,503630
5 Yr Expense Projection*:2,317998
10 Yr Expense Projection*:4,4222,004
* Per $10,000 invested