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Alpine Financial Services Institutional

ADFSX
15.59
-0.08
-0.51%
12/2/2016
5 Years
  • Previous Close

    15.67

  • Net Assets

    15.19M

  • Yield

    1.25%

  • Front load

    None

  • Expenses

    1.38%

  • Category

    Financial

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Alpine

Fund Style

Open

Fund Manager

Andrew Kohl

Investment Style

Small Value

The investment seeks long-term growth of capital and consistent above average total returns as compared to those typical of investments made in public equities. Under normal circumstances, the fund invests at least 80% of its net assets in the equity securities of certain U.S. and foreign companies engaged in the financial services industry. For purposes of selecting investments, the managers define financial services industry broadly.

Purchase Information

Initial Purchase 1,000,000
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

11/1/2005

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