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    Alpine Transformations Institutional (ADTRX)

    14.54 Up 0.15(1.04%) Dec 19
    Prev Close:14.39
    YTD Return*:3.47%
    Net Assets*:8.22M
    Yield*:N/A

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for ADTRX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    PCLN6.26-1.98
    SNA4.5425.26
    DLX3.4715.14
    GRMN3.4725.16
    AAPL3.3745.33

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:8.22M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.35%

    Performance & Risk

    YTD Return:3.47%
    5y Avg Return:15.73%
    Rank in Category (ytd):80
    % Rank in Category (ytd):10.65%
    Beta (3y):1.30
    Morningstar Risk Rating:5

    Fund Summary

    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 is not restricted on how much may be invested issuers of a single country, provided that it limits its investment in countries that are considered "emerging markets" to no more than 35% of its net assets. View More
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