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Alpine Financial Services Fund

ADFSX:US
NASDAQ GM
17.36
USD
0.07
0.40%
As of 9:29 AM EST 2/27/2017
Fund Type
Open-End Fund
52Wk Range
11.09 - 17.36
1 Yr Return
56.96%
YTD Return
6.44%
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Previous Close
17.29
52Wk Range
11.09 - 17.36
1 Yr Return
55.84%
YTD Return
6.44%
Fund Type
Open-End Fund
Objective
Financial Sector
Asset Class Focus
Equity
Geographic Focus
Global
NAV (on 02/27/2017)
17.36
Total Assets (m USD) (on 02/27/2017)
20.836
Inception Date
11/01/2005
Last Dividend (on 12/30/2016)
0.0491
Dividend Indicated Gross Yield
0.28%
Fund Managers
STEPHEN ANDREW LIEBER / ANDREW KOHL
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
1.30%

Top Fund Holdings

Name Position Value % of Fund
12.00 k 316.08 k 2.30
18.00 k 297.00 k 2.16
20.00 k 282.40 k 2.05
13.00 k 280.41 k 2.04
12.50 k 258.50 k 1.88
9.00 k 253.35 k 1.84
8.00 k 251.20 k 1.83
10.00 k 250.30 k 1.82
4.00 k 246.80 k 1.79
6.50 k 242.45 k 1.76
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