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Alpine Financial Services Fund

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ADAFX:US
NASDAQ GM
10.89
USD
0.17
1.54%
As of 09:29:30 ET on 02/05/2016.
Fund Type
Open-End Fund
52Wk Range
10.88 - 14.03
1 Yr Return
-16.34%
YTD Return
-13.91%
Previous Close
11.06
52Wk Range
10.88 - 14.03
1 Yr Return
-16.03%
YTD Return
-13.91%
Fund Type
Open-End Fund
Objective
Financial Sector
Asset Class Focus
Equity
Geographic Focus
Global
NAV (on 02/05/2016)
10.89
Total Assets (m USD) (on 02/05/2016)
20.492
Inception Date
12/30/2011
Last Dividend (on 12/31/2015)
0.1577
Dividend Indicated Gross Yield
1.45%
Fund Managers
STEPHEN ANDREW LIEBER / PETER KOVALSKI
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
1.00%
12b-1 Fee
0.25%
Current Mgmt Fee
1.00%
Expense Ratio
1.60%
Top Fund Holdings
Name Position Value % of Fund
Investar Holding Corp 36.72 k 579.78 k 2.44
Carolina Trust Bank 92.27 k 530.57 k 2.23
Valley National Bancorp 46.25 k 485.60 k 2.04
Ares Management LP 28.80 k 466.26 k 1.96
Bankwell Financial Group Inc 21.90 k 423.55 k 1.78
Mitsubishi UFJ Financial Group 60.00 k 393.11 k 1.65
Pacific Premier Bancorp Inc 18.28 k 390.19 k 1.64
Blackstone Group LP/The 11.00 k 363.66 k 1.53
JPMorgan Chase & Co 5.50 k 353.38 k 1.49
Citigroup Inc 6.50 k 345.61 k 1.45
Profile
Alpine Financial Services Fund is an open-end fund incorporated in the USA. The Fund's objective is to seek long-term growth of capital and consistent above average total returns. The Fund invests at least 80% of its net assets in the equity securities of certain U.S. and foreign companies engaged in financial services industry.
ADDRESS
Alpine Woods Capital Investors LLC
2500 Westchester Avenue
Suite 215
Purchase, NY 10577
PHONE
1-500-617-7616