Alpine Transformations Institutional (ADTRX)
12.96
0.02(0.15%) May 24
| Prev Close: | 12.98 |
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| YTD Return*: | 2.86% |
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| Net Assets*: | 6.45M |
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| Yield*: | N/A |
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* As of 28-Feb-13
Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
- No Headlines available for ADTRX at this time.
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 6.45M |
| Category: | Mid-Cap Growth |
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| Annual Report Expense Ratio (net): | 1.35% |
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Performance & Risk
| YTD Return: | 2.86% |
| 5y Avg Return: | 5.22% |
| Rank in Category (ytd): | 99 |
| % Rank in Category (ytd): | 13.64% |
| Beta (3y): | 1.28 |
| Morningstar Risk Rating: | 5 |
Fund Summary
The investment seeks capital appreciation.
The fund seeks to invest in equity securities of companies that, in the Adviser's estimation, are entering or on the verge of entering an accelerated growth period catalyzed by transformation. The Adviser seeks to identify investment opportunities in securities of companies that it believes are undervalued in light of the companies' potential for vigorous growth. The fund may invest without limitation in foreign securities, provided that no more than 35% are invested in emerging markets.
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