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 Dow Up 0.13% Nasdaq Down 0.10%

Alpine Small Cap Inst (ADINX)

14.81 Down 0.06(0.40%) Jul 28
Prev Close:14.87
YTD Return*:3.37%
Net Assets*:16.16M
Yield*:N/A

* As of 30-Jun-14

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

Top Holdings

Symbol% AssetsYTD Return %
LCI3.7650.94
NXST3.70-5.19
CESDF.TO3.5846.58
NRCIB3.4411.93
AKRX3.3338.87

Fund Basics

Morningstar Overall Rating:
Total Assets:16.16M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.35%

Performance & Risk

YTD Return:3.37%
5y Avg Return:18.98%
Rank in Category (ytd):59
% Rank in Category (ytd):7.7%
Beta (3y):1.21
Morningstar Risk Rating:4

Fund Summary

The investment seeks capital appreciation. The fund primarily invests its net assets in the equity securities of U.S. and foreign companies that the Adviser believes have a competitive advantage and offer superior growth potential due to the innovative nature of each company's products, technology or business model. It may invest up to 20% of its net assets in the securities of foreign issuers that are publicly traded in the United States or on foreign exchanges. View More
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