Alpine Fund Family Report
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  • Select a Fund Family
  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return4.543.39-0.403.116.31
    Category Average5.115.20-0.352.656.01
    Assets for Each Yr*1.961.811.752.002.01
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 6.31 3.24 3.67

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,012 mil $2,500 14.48 85.52
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.3 5.72 1.36 Above Avg
    International Stock 2.0 8.08 1.42 Average
    Municipal Bond 1.8 66.79 0.68 Average
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-20-17

      Sector YTD Return % % Net Assets  
    Simon Property Group Inc* RealEstate -4.31 0.45
    Boston Properties Inc* RealEstate -0.48 0.35
    Equinix Inc* RealEstate 32.83 0.32
    Essex Property Trust Inc* RealEstate 13.80 0.32
    Digital Realty Trust Inc* RealEstate 28.41 0.30
    Alexandria Real Estate Equities * RealEstate 12.31 0.30
    Apple Inc* Technology 36.49 0.29
    American Tower Corp* Communication Services 33.41 0.28
    NextEra Energy Inc* Utilities 31.51 0.28
    Prologis Inc* RealEstate 24.57 0.28
    AvalonBay Communities Inc* RealEstate 4.69 0.26
    Public Storage* RealEstate -1.08 0.26
    Comcast Corp Class A* Communication Services 9.17 0.26
    Equity Residential* RealEstate 5.11 0.24
    Vornado Realty Trust* RealEstate -26.68 0.23
    Bank of America Corporation* Financial Services 24.16 0.22
    Citizens Financial Group Inc* Financial Services 8.87 0.22
    TerraForm Power Inc Class A* Utilities 20.92 0.22
    Ventas Inc* RealEstate 4.49 0.21
    SL Green Realty Corp* RealEstate -7.28 0.20

    Best 5-Year Relative Performance | More
    10-20-17

    Worst 5-Year Relative Performance | More
    10-20-17

    Lowest Expenses | More
    10-20-17

    Highest Expenses | More
    10-20-17

    Longest Manager Tenure | More
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    Alpine Int Real Esta Samuel A. Lieber 28.70
    Alpine Realty Income Robert W. Gadsden 18.10
    Alpine Global Infras Joshua Duitz 5.30
    Alpine Rising Divide Andrew Kohl 4.60
    Alpine High Yield Ma Jonathan Mondillo 4.40

    Shortest Manager Tenure | More
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    Alpine Small Cap Ins Sarah Hunt 0.30
    Alpine Ultra Short M Jonathan Mondillo 2.10
    Alpine Financial Ser Andrew Kohl 2.60
    Alpine Dynamic Divid Joshua Duitz 3.80
    Alpine High Yield Ma Jonathan Mondillo 4.40