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Alpine Financial Services Institutional Fund (ADFSX)

Fund performance review and position details on Alpine Financial Services Institutional Fund (ADFSX)

    Last Trade: $ on , Change: (0%)

Alpine Financial Services Institutional Fund (ADFSX) HighlightAlpine Financial Services Institutional Fund (ADFSX) Fund Summary

Alpine Financial Services Institutional Fund (ADFSX) statistics as of May 30, 2016

Category: Financial
Fund Family: Alpine
Net Asset: $16.21M
Yield: 1.5%
Year-to-Date Return: 1.10%
Morningstar rating: 4

 

Alpine Financial Services Institutional Fund (ADFSX) CostAlpine Financial Services Institutional Fund (ADFSX) Cost

Alpine Financial Services Institutional Fund (ADFSX) various investment related cost

Initial Investment: 1,000,000
Total Expense Ratio (Financial average): 1.38% (1.48%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 80.00%

 

Alpine Financial Services Institutional Fund (ADFSX) PerformanceAlpine Financial Services Institutional Fund (ADFSX) Performance

Most current Alpine Financial Services Institutional Fund (ADFSX) Performance

1-month Performance (Financial category median performance): 3.04% (2.13%)
3-month Performance (Financial category median performance): 15.75% (12.46%)
1 Year Performance (Financial category median performance): -5.12% (-6.00%)
3 Year Performance (Financial category median performance): 6.91% (5.70%)
5 Year Performance (Financial category median performance): 8.10% (7.79%)
Number of Years of positive return: 7 years
Number of Years of negative return: 3 years
3 year Alpha (Financial category average): 2.15 (2.35)
3 year Beta (Financial category average): 0.94 (0.9)
3 year Sharpe Ratio: 0.56
3 year Treynor: 7.24

Alpine Financial Services Institutional Fund (ADFSX) topholdingTop Stock Holdings in Alpine Financial Services Institutional Fund (ADFSX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Carolina Trust Bank2.49%0.00%
Investar Holding Corporation2.47%0.00%
Valley National Bancorp Common 1.91%0.00%
Bankwell Financial Group, Inc.1.88%0.00%
Pacific Premier Bancorp Inc1.76%0.00%
Ares Management L.P. Common Uni1.59%0.00%
Provident Financial Holdings, I1.53%0.00%
FCB Financial Holdings, Inc. Cl1.52%0.00%
Health Insurance Innovations, I1.5%0.00%
Shore Bancshares Inc1.5%0.00%
*Note: The price change will reset to 0 after the midnight

 

Alpine Financial Services Institutional Fund (ADFSX) Portfolio AllocationAlpine Financial Services Institutional Fund (ADFSX) Fund Portfolio Allocation

Alpine Financial Services Institutional Fund (ADFSX) Fund Portfolio Allocation data as of 01/2016

Stock99.64%
Bond0%
Cash0.36%
Other0%

 

Alpine Financial Services Institutional Fund (ADFSX) CompareCompare with other Financial category mutual funds

Below are some additional Financial mutual funds generated out of our database

Fund1 Year3 year5 year
Alpine Financial Services Institutional-5.126.918.10
Burnham Financial Services A (BURKX)17.2717.2214.88 Compare
Davis Financial A (RPFGX)0.459.779.83 Compare
Emerald Banking and Finance A (HSSAX)7.2115.5414.62 Compare

See top fund managers for Financial Category Funds

 

Alpine Financial Services Institutional Fund (ADFSX) PerformanceOther Financial Data Web Sites on Alpine Financial Services Institutional Fund (ADFSX)

Addition research sites for Alpine Financial Services Institutional Fund (ADFSX)

 

Alpine Financial Services Institutional Fund (ADFSX) Related ResourcesSee more information on Alpine Financial Services Institutional (ADFSX) Fund

Popular pages on Alpine Financial Services Institutional (ADFSX) Fund

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