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Alpine Transformations Fund

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ADATX:US
NASDAQ GM
Price not available for ADATX:US
USD
Fund Type
Open-End Fund
52Wk Range
10.55 - 12.52
52Wk Range
10.55 - 12.52
1 Yr Return
5.97%
Fund Type
Open-End Fund
Objective
Growth Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on -)
-
Total Assets (m USD) (on 10/23/2015)
7.800
Inception Date
12/30/2011
Last Dividend (on 10/21/2015)
2.8097
Dividend Indicated Gross Yield
-
Fund Managers
STEPHEN ANDREW LIEBER / SARAH HUNT
Front Load Fee
5.50%
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
Snap-on Inc 2.00 k 328.00 k 4.31
SPDR S&P500 ETF Trust 1.50 k 311.27 k 4.09
Apple Inc 2.50 k 297.70 k 3.91
AMERCO 700.00 277.87 k 3.65
Exxon Mobil Corp 2.50 k 207.45 k 2.73
Johnson & Johnson 2.00 k 200.62 k 2.64
Verizon Communications Inc 4.00 k 184.64 k 2.43
Broadcom Ltd 1.30 k 168.45 k 2.21
Prudential Financial Inc 2.00 k 164.96 k 2.17
Gilead Sciences Inc 1.50 k 161.99 k 2.13
Profile
Alpine Transformations Fund is an open-end fund incorporated in the USA. The Fund's objective is capital appreciation. The Fund will seek to invest in companies that are entering or on the verge of entering an accelerated growth period catalyzed by transformation.
ADDRESS
Alpine Woods Capital Investors LLC
2500 Westchester Avenue
Suite 215
Purchase, NY 10577
PHONE
1-500-617-7616