Dow Up 0.35% Nasdaq Down 0.02%

Alpine Global Consumer Growth A (AWCAX)

12.95 Up 0.03(0.23%) Aug 20
Prev Close:12.92
YTD Return*:-3.00%
Net Assets*:2.83M
Yield*:N/A

* As of 31-Jul-14

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

Headlines

  • No Headlines available for AWCAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CMCSA3.173.61
AAPL3.0921.07
BUD2.962.42
VFC2.82-1.85
KORS2.770.79

Fund Basics

Morningstar Overall Rating:
Total Assets:2.83M
Category:Consumer Cyclical
Annual Report Expense Ratio (net):1.60%

Performance & Risk

YTD Return:-3.00%
5y Avg Return:N/A
Rank in Category (ytd):76
% Rank in Category (ytd):253.33%
Beta (3y):1.00
Morningstar Risk Rating:2

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. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback