Alpine Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return4.443.41-0.433.093.33
    Category Average5.105.23-0.352.673.21
    Assets for Each Yr*1.971.821.762.001.85
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 3.33 2.49 3.24

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,848 mil $2,500 15.66 84.34
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.3 6.05 1.36 Average
    International Stock 2.0 8.61 1.42 Average
    Municipal Bond 1.8 63.57 0.68 Below Avg
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-26-17

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    05-26-17

    Worst 5-Year Relative Performance | More
    05-26-17

    Lowest Expenses | More
    05-26-17

    Highest Expenses | More
    05-26-17

    Longest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Alpine Int Real Esta Samuel A. Lieber 28.30
    Alpine Realty Income Robert W. Gadsden 17.70
    Alpine Emerging Mark Samuel A. Lieber 8.40
    Alpine Global Infras Joshua Duitz 4.90
    Alpine Rising Divide Andrew Kohl 4.20

    Shortest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Alpine Small Cap Ins Sarah Hunt 0.00
    Alpine Global Realty Bruce C. Ebnother 1.60
    Alpine Ultra Short M Jonathan Mondillo 1.70
    Alpine Financial Ser Andrew Kohl 2.20
    Alpine Dynamic Divid Joshua Duitz 3.40