Dow Down 1.40% Nasdaq Down 1.59%

Alpine Financial Services Institutional (ADFSX)

13.19 Down 0.17(1.27%) Oct 1
Prev Close:13.36
YTD Return*:5.77%
Net Assets*:41.54M
Yield*:0.02%

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
LLOY.L3.57-11.68
PFSI3.01-9.69
ALLY2.39-38.81
ARES2.32-0.23
BCH2.31-7.48

Fund Basics

Morningstar Overall Rating:
Total Assets:41.54M
Category:Financial
Annual Report Expense Ratio (net):1.36%

Performance & Risk

YTD Return:5.77%
5y Avg Return:14.63%
Rank in Category (ytd):26
% Rank in Category (ytd):27.37%
Beta (3y):0.82
Morningstar Risk Rating:3

Fund Summary

The investment seeks long-term growth of capital and consistent above average total returns as compared to those typical of investments made in public equities. The fund invests at least 80% of its net assets in the equity securities of certain U.S. and foreign companies engaged in the financial services industry. For purposes of selecting investments, it defines financial services industry broadly. In particular, the fund invests a substantial percentage of its net assets in equity securities issued by banks that the adviser believes have strong growth prospects or takeover potential. View More
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