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Alpine Financial Services Fund

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ADFSX:US
NASDAQ GM
12.61
USD
0.12
0.94%
As of 18:25:01 ET on 09/04/2015.
Fund Type
Open-End Fund
52Wk Range
12.40 - 14.13
1 Yr Return
-8.49%
YTD Return
-5.40%
Open
12.61
Day Range
12.61 - 12.61
Previous Close
12.73
52Wk Range
12.40 - 14.13
1 Yr Return
-8.49%
YTD Return
-5.40%
Fund Type
Open-End Fund
Objective
Financial Sector
Asset Class Focus
Equity
Geographic Focus
Global
NAV (on 09/04/2015)
12.61
Total Assets (m USD) (on 09/03/2015)
25.297
Inception Date
11/01/2005
Last Dividend (on 12/31/2014)
0.0204
Dividend Indicated Gross Yield
0.16%
Fund Managers
STEPHEN ANDREW LIEBER / PETER KOVALSKI
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
1.00%
12b-1 Fee
0.00%
Current Mgmt Fee
1.00%
Expense Ratio
1.36%
Top Fund Holdings
Name Position Value % of Fund
Health Insurance Innovations I 116.92 k 883.94 k 3.13
Fifth Street Asset Management 80.00 k 882.40 k 3.12
Banco de Chile 10.67 k 732.89 k 2.59
Investar Holding Corp 47.00 k 723.80 k 2.56
Lloyds Banking Group PLC 600.00 k 712.67 k 2.52
Pacific Premier Bancorp Inc 43.78 k 685.53 k 2.43
Carlyle Group LP/The 20.00 k 603.80 k 2.14
Ares Management LP 32.52 k 588.85 k 2.08
Carolina Trust Bank 106.58 k 577.68 k 2.04
National Bank of Greece SA 400.00 k 561.42 k 1.99
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 Management Research
2500 Westchester Avenue
Purchase, NY 10577
USA
PHONE
1-914-251-0880