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    Alpine Global Consumer Growth A (AWCAX)

    12.57 Up 0.04(0.32%) Dec 26

    Profile as of Nov 29, 2014Get Profile for:
    Alpine Global Consumer Growth A
    Alpine Equity Trust2500 WestchesterPurchase NY 10577
    Phone: 888-785-5578
    Fund Overview 
    Category:Consumer Cyclical
    Fund Family:Alpine
    Net Assets:2.95M
    Year-to-Date Return:-0.23%
    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 19 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 (Dec 23, 2014) : 24.00%
    Average for Category:133.62%
    Fees & Expenses 
    ExpenseAWCAXCategory Avg
    Annual Report Expense Ratio (net):1.60%1.53%
    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%5.11%
    Max Deferred Sales Load: N/A1.67%
    3 Yr Expense Projection*:1,503651
    5 Yr Expense Projection*:2,3171,029
    10 Yr Expense Projection*:4,4222,063
    * Per $10,000 invested