Alpine Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return3.39-0.403.117.98--
    Category Average5.20-0.352.657.430.84
    Assets for Each Yr*1.811.752.001.951.95
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 7.98 3.51 3.69

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,945 mil $2,500 13.71 86.29
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 6.03 1.35 Above Avg
    International Stock 2.0 8.60 1.38 Average
    Municipal Bond 2.0 65.30 0.67 Average
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-12-18

      Sector YTD Return % % Net Assets  
    Simon Property Group Inc* RealEstate -3.63 0.45
    Boston Properties Inc* RealEstate -5.92 0.35
    Equinix Inc* RealEstate -3.81 0.32
    Essex Property Trust Inc* RealEstate -5.91 0.32
    Digital Realty Trust Inc* RealEstate -7.13 0.30
    Alexandria Real Estate Equities * RealEstate -4.19 0.30
    Apple Inc* Technology 4.64 0.29
    American Tower Corp* Communication Services -6.78 0.28
    NextEra Energy Inc* Utilities -3.76 0.28
    Prologis Inc* RealEstate -4.12 0.28
    AvalonBay Communities Inc* RealEstate -5.71 0.26
    Public Storage* RealEstate -7.39 0.26
    Comcast Corp Class A* Communication Services 6.36 0.26
    Equity Residential* RealEstate -5.25 0.24
    Vornado Realty Trust* RealEstate -8.01 0.23
    Bank of America Corporation* Financial Services 5.66 0.22
    Citizens Financial Group Inc* Financial Services 8.43 0.22
    TerraForm Power Inc Class A* Utilities -4.43 0.22
    Ventas Inc* RealEstate -8.63 0.21
    SL Green Realty Corp* RealEstate -5.41 0.20

    Best 5-Year Relative Performance | More
    01-12-18

    Worst 5-Year Relative Performance | More
    01-12-18

    Lowest Expenses | More
    01-12-18

    Highest Expenses | More
    01-12-18

    Longest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Alpine Int Real Esta Samuel A. Lieber 29.00
    Alpine Realty Income Robert W. Gadsden 18.40
    Alpine Global Infras Joshua Duitz 5.50
    Alpine Rising Divide Andrew Kohl 4.80
    Alpine High Yield Ma Jonathan Mondillo 4.60

    Shortest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Alpine Small Cap Ins Sarah Hunt 0.60
    Alpine Ultra Short M Jonathan Mondillo 2.40
    Alpine Financial Ser Andrew Kohl 2.90
    Alpine Dynamic Divid Joshua Duitz 4.00
    Alpine High Yield Ma Jonathan Mondillo 4.60