Alpine Fund Family Report
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  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return4.443.41-0.433.092.14
    Category Average5.105.23-0.352.672.19
    Assets for Each Yr*1.971.821.762.001.97
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 2.14 2.44 2.96

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,973 mil $2,500 14.64 85.36
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 5.62 1.36 Average
    International Stock 2.0 7.99 1.42 Average
    Municipal Bond 1.8 65.78 0.68 Below Avg
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-29-17

      Sector YTD Return % % Net Assets  
    Simon Property Group Inc* RealEstate -3.41 0.50
    Boston Properties Inc* RealEstate 4.86 0.35
    American Tower Corp* Communication Services 14.53 0.29
    NextEra Energy Inc* Utilities 10.11 0.27
    Public Storage* RealEstate -0.69 0.27
    Equinix Inc* RealEstate 10.80 0.27
    Essex Property Trust Inc* RealEstate 0.54 0.27
    Digital Realty Trust Inc* RealEstate 8.18 0.27
    Alexandria Real Estate Equities * RealEstate -0.43 0.27
    Comcast Corp Class A* Communication Services 7.81 0.27
    Vornado Realty Trust* RealEstate -3.79 0.25
    Citizens Financial Group Inc* Financial Services -2.81 0.24
    AvalonBay Communities Inc* RealEstate 4.37 0.23
    Apple Inc* Technology 24.93 0.23
    Kinder Morgan Inc P* Energy 3.98 0.22
    Prologis Inc* RealEstate -3.24 0.22
    Colony NorthStar Inc A* RealEstate -36.22 0.21
    Bank of America Corporation* Financial Services 6.00 0.21
    Equity Residential* RealEstate -2.43 0.21
    Norfolk Southern Corp* Industrials 5.32 0.19

    Best 5-Year Relative Performance | More
    03-29-17

    Worst 5-Year Relative Performance | More
    03-29-17

    Lowest Expenses | More
    03-29-17

    Highest Expenses | More
    03-29-17

    Longest Manager Tenure | More
    03-29-17

    Fund Name   Manager Name Avg Manager Tenure  
    Alpine Int Real Esta Samuel A. Lieber 28.20
    Alpine Realty Income Robert W. Gadsden 17.60
    Alpine Emerging Mark Samuel A. Lieber 8.20
    Alpine Global Infras Joshua Duitz 4.70
    Alpine Rising Divide Andrew Kohl 4.00

    Shortest Manager Tenure | More
    03-29-17

    Fund Name   Manager Name Avg Manager Tenure  
    Alpine Global Realty Bruce C. Ebnother 1.40
    Alpine Ultra Short M Jonathan Mondillo 1.60
    Alpine Financial Ser Andrew Kohl 2.10
    Alpine Small Cap Ins Michael T. Smith 3.00
    Alpine Dynamic Divid Joshua Duitz 3.20