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Mutual Fund Insights: Alpine Dynamic Financial Services Fund (ADFSX)

In-depth Analysis of Alpine Dynamic Financial Services Fund (ADFSX)

Mutual fund chart: Alpine Dynamic Financial Services Fund (ADFSX)

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See Alpine Dynamic Financial Services Fund (ADFSX) performance details as of January 31, 2010

Last Trade: $8.08 on 3/19/2010, Change: -0.06 (-0.74%)

Fund Manager - Peter Kovalski

Fund Manager Tenure: 4.4 years
Fundmojo Fund Grade: A (Score: 0.75) (What does this score mean?)

Kovalski has a lengthy background as a financial analyst specializing in the banking industry. In the ten years before joining the Alpine Mutual Funds staff in January, 2002, he served as the principal bank and thrift securities analyst for Lieber & Company and Evergreen Asset Management Corp. Prior to that, he was a bank analyst with Williams Securities and Ryan, Beck & Co. Kovalski holds Chartered Financial Analyst designation. Get more insights on Peter Kovalski

What we like about Alpine Dynamic Financial Services Fund (ADFSX)

Data for Alpine Dynamic Financial Services Fund (ADFSX) as of January 31, 2010

Alpine Dynamic Financial Services Fund (ADFSX) management has been with Alpine Dynamic Financial Services Fund for 4.4 years
Alpine Dynamic Financial Services Fund (ADFSX) has good short-term performance (1-year return 65.56% vs 49.15% Financial category average)
Alpine Dynamic Financial Services Fund (ADFSX) has good mid-term performance (3-year return -4.71% vs -16.13% Financial category average)
Alpine Dynamic Financial Services Fund (ADFSX) has a Morningstar rating of 4 and above
Alpine Dynamic Financial Services Fund (ADFSX) has a lower management fee than its Financial average: 1.60% vs 1.76%
Alpine Dynamic Financial Services Fund (ADFSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

What we are cautious about Alpine Dynamic Financial Services Fund (ADFSX)

Data for Alpine Dynamic Financial Services Fund (ADFSX) as of January 31, 2010

Alpine Dynamic Financial Services Fund is a focused fund with 42.94% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
Alpine Dynamic Financial Services Fund (ADFSX) ratio of up-years vs down years can be improved
Alpine Dynamic Financial Services Fund (ADFSX) has an annual stock turnover rate of 437.00% that is higher than the Financial average of 202.44%. This could mean Alpine Dynamic Financial Services is more nimble, but also signal potential high tax impact and high trading fees
Alpine Dynamic Financial Services Fund (ADFSX) is more volatile than its peers as it has a 3-year Standard Deviation of 29.67 that is higher than category average of 28.7

See Alpine Dynamic Financial Services Fund (ADFSX) performance details as of January 31, 2010

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Alpine Dynamic Financial Services Fund (ADFSX) Net Asset

Track net asset change of Alpine Dynamic Financial Services fund (ADFSX)

Date	Net Asset
01/2010	$8.20M
11/2009	$7.35M
10/2009	$7.89M

More historic net asset information on Alpine Dynamic Financial Services Fund (ADFSX)

Alpine Dynamic Financial Services Fund (ADFSX) Portfolio Allocation

Track portfolio allocation change of Alpine Dynamic Financial Services fund (ADFSX)

Date	Cash	Stock	Bond	Other
09/2009	5.17%	94.77%	0.05%	0%
06/2009	17.17%	82.83%	0%	0%
03/2009	7.21%	92.7%	0%	0.09%

Click here to see more historic asset allocation information on Alpine Dynamic Financial Services Fund (ADFSX)

Most Recent Top 10 Holdings in Alpine Dynamic Financial Services Fund (ADFSX)

Discover what Alpine Dynamic Financial Services Fund (ADFSX) manager is buying

30-Sep-09

SYNOVUS FINL CP [5.9%]
United Western Bancorp, Inc. [5.74%]
The Bancorp, Inc. [5.73%]
Banco Estado Do Rio Grande Do Sul SA Banrisul Brsr [5.13%]
INTERCNTNTLEXCHANGE [4.66%]
Metro Bancorp, Inc [4.06%]
BLACKSTONE GRP LP UT [3.16%]
1st Utd Bancorp Inc Fla [2.89%]
Alliance Bancorp, Inc. of Penns [2.87%]
Seacoast Banking Corporation of [2.8%]

30-Jun-09

Companhia Brasileira de Meios de Pagamen [11.74%]
Brazil Realty Sa [10.45%]
INTERCNTNTLEXCHANGE [6.73%]
Banco do Estado do Rio Grande do Sul [4.13%]
CAPITAL ONE FINANCIA [3.88%]
Alliance Bancorp, Inc. of Penns [3.56%]
Sanders Morris Harris Group, In [2.89%]
BLACKSTONE GRP LP UT [2.88%]
CME GROUP INC CL A [2.83%]
Berkshire Hills Bancorp, Inc. [2.82%]

31-Mar-09

IntercontinentalExchange Inc [6.33%]
Alliance Bancorp, Inc. of Penns [5.87%]
Banco do Estado do Rio Grande do Sul [4.45%]
Goldman Sachs Group, Inc. [4.18%]
Goldleaf Financial Solutions, I [4.07%]
JMP GROUP INC [3.93%]
CME Group Inc. [3.23%]
Sanders Morris Harris Group, In [2.96%]
BLACKSTONE GRP LP UT [2.86%]
Direxion Daily Financial Bull 3X Shares [2.73%]

Click here for Stock Holding Change Map in Alpine Dynamic Financial Services Fund (ADFSX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.