Alpine Fund Family Report
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  • Select a Fund Family
  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return3.48-0.432.837.85-0.81
    Category Average5.21-0.322.487.21-0.96
    Assets for Each Yr*1.761.711.961.911.85
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.81 2.56 2.94

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,847 mil $2,500 13.62 86.38
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 5.39 1.32 Average
    International Stock 2.0 8.90 1.38 Average
    Municipal Bond 2.0 66.98 0.67 Average
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-25-18

      Sector YTD Return % % Net Assets  
    Simon Property Group Inc* RealEstate -13.42 0.53
    Boston Properties Inc* RealEstate -8.39 0.36
    Alexandria Real Estate Equities * RealEstate -6.00 0.32
    Digital Realty Trust Inc* RealEstate -10.03 0.31
    Apple Inc* Technology -2.93 0.30
    NextEra Energy Inc* Utilities 3.36 0.30
    Prologis Inc* RealEstate 0.95 0.30
    Essex Property Trust Inc* RealEstate -1.18 0.29
    Comcast Corp Class A* Communication Services -13.59 0.29
    Equinix Inc* RealEstate -8.99 0.28
    American Tower Corp* Communication Services -4.34 0.27
    Public Storage* RealEstate -6.36 0.26
    AvalonBay Communities Inc* RealEstate -8.49 0.24
    Equity Residential* RealEstate -4.58 0.23
    Microsoft Corp* Technology 8.41 0.21
    TJX Companies Inc* Consumer Cyclical 9.39 0.20
    TE Connectivity Ltd* Technology -0.27 0.20
    Bank of America Corporation* Financial Services 2.51 0.20
    Kinder Morgan Inc P* Energy -9.32 0.20
    Vornado Realty Trust* RealEstate -16.04 0.19

    Best 5-Year Relative Performance | More
    04-25-18

    Worst 5-Year Relative Performance | More
    04-25-18

    Lowest Expenses | More
    04-25-18

    Highest Expenses | More
    04-25-18

    Longest Manager Tenure | More
    04-25-18

    Fund Name   Manager Name Avg Manager Tenure  
    Alpine Int Real Esta Samuel A. Lieber 29.20
    Alpine Realty Income Robert W. Gadsden 18.70
    Alpine Global Infras Joshua Duitz 5.80
    Alpine Rising Divide Andrew Kohl 5.10
    Alpine High Yield Ma Jonathan Mondillo 4.90

    Shortest Manager Tenure | More
    04-25-18

    Fund Name   Manager Name Avg Manager Tenure  
    Alpine Ultra Short M Jonathan Mondillo 2.70
    Alpine Dynamic Divid Joshua Duitz 4.30
    Alpine High Yield Ma Jonathan Mondillo 4.90
    Alpine Rising Divide Andrew Kohl 5.10
    Alpine Global Infras Joshua Duitz 5.80