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Alpine Small Cap Inst Fund (ADINX)

Fund performance review and position details on Alpine Small Cap Inst Fund (ADINX)

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

Alpine Small Cap Inst Fund (ADINX) HighlightAlpine Small Cap Inst Fund (ADINX) Fund Summary

Alpine Small Cap Inst Fund (ADINX) statistics as of May 30, 2016

Category: Small Growth
Fund Family: Alpine
Net Asset: $12.99M
Yield: 0%
Year-to-Date Return: 1.48%
Morningstar rating: 2

 

Alpine Small Cap Inst Fund (ADINX) CostAlpine Small Cap Inst Fund (ADINX) Cost

Alpine Small Cap Inst Fund (ADINX) various investment related cost

Initial Investment: 1,000,000
Total Expense Ratio (Small Growth average): 1.35% (1.31%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 96.00%

 

Alpine Small Cap Inst Fund (ADINX) PerformanceAlpine Small Cap Inst Fund (ADINX) Performance

Most current Alpine Small Cap Inst Fund (ADINX) Performance

1-month Performance (Small Growth category median performance): 4.29% (2.60%)
3-month Performance (Small Growth category median performance): 14.24% (11.52%)
1 Year Performance (Small Growth category median performance): 0.20% (-7.74%)
3 Year Performance (Small Growth category median performance): 4.94% (6.86%)
5 Year Performance (Small Growth category median performance): 5.05% (7.01%)
Number of Years of positive return: 6 years
Number of Years of negative return: 3 years
3 year Alpha (Small Growth category average): -5.17 (-3.8)
3 year Beta (Small Growth category average): 1.02 (1.06)
3 year Sharpe Ratio: 0.37
3 year Treynor: 4.79

Alpine Small Cap Inst Fund (ADINX) topholdingTop Stock Holdings in Alpine Small Cap Inst Fund (ADINX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Popeyes Louisiana Kitchen, Inc.5%0.00%
Fair Isaac Corproation Common S4.48%0.00%
ExamWorks Group, Inc. Common St4.34%0.00%
Dycom Industries, Inc. Common S4.18%0.00%
Patrick Industries, Inc.3.89%0.00%
Nexstar Broadcasting Group, Inc3.77%0.00%
Kennedy-Wilson Holdings Inc. Co3.72%0.00%
Liberty Tax, Inc.3.52%0.00%
Cardtronics, Inc.3.32%0.00%
Knight Transportation, Inc. Com3.17%0.00%
*Note: The price change will reset to 0 after the midnight

 

Alpine Small Cap Inst Fund (ADINX) Portfolio AllocationAlpine Small Cap Inst Fund (ADINX) Fund Portfolio Allocation

Alpine Small Cap Inst Fund (ADINX) Fund Portfolio Allocation data as of 01/2016

Stock94.4%
Bond0%
Cash5.6%
Other0%

 

Alpine Small Cap Inst Fund (ADINX) CompareCompare with other Small Growth category mutual funds

Below are some additional Small Growth mutual funds generated out of our database

Fund1 Year3 year5 year
Alpine Small Cap Inst0.204.945.05
Thrivent Small Cap Stock A (AASMX)-2.128.136.23 Compare
Invesco Small Cap Growth A (GTSAX)-6.349.449.20 Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.9610.719.36 Compare

See top fund managers for Small Growth Category Funds

 

Alpine Small Cap Inst Fund (ADINX) PerformanceOther Financial Data Web Sites on Alpine Small Cap Inst Fund (ADINX)

Addition research sites for Alpine Small Cap Inst Fund (ADINX)

 

Alpine Small Cap Inst Fund (ADINX) Related ResourcesSee more information on Alpine Small Cap Inst (ADINX) Fund

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