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Alpine Financial Services Institutional (ADFSX) Fund Ranking and Research

Ranking, Research and Recommendation of Alpine Financial Services Institutional (ADFSX) Fund

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

 

Graph of Alpine Financial Services Institutional Fund (ADFSX) ManagerFund Manager - Andrew Kohl

Fund Manager Information

Fund Manager Tenure: 4.8 years
Fund Family: Alpine
Fund Category: Financial
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)

 

Graph of Alpine Financial Services Institutional Fund (ADFSX) ProfileAlpine Financial Services Institutional Fund (ADFSX) Profile

Fund Profile and Description

Alpine Financial Services Institutional Fund seeks long-term growth of capital and consistent above average total returns. Alpine Financial Services Institutional Fund normally invests at least 80% of assets in the equity securities of certain U.S. and foreign companies engaged in the financial services industry. It invests a substantial percentage of assets in equity securities issued by banks that have strong growth prospects or takeover potential.

 

Alpine Financial Services Institutional (ADFSX) Fund Strength What we like about Alpine Financial Services Institutional (ADFSX) Fund

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

  • Alpine Financial Services Institutional Fund (ADFSX) management has been with Alpine Financial Services Institutional Fund for 4.8 years
  • Alpine Financial Services Institutional Fund (ADFSX) has good short-term performance (1-year return -5.12% vs -6.00% Financial category median performance)
  • Alpine Financial Services Institutional Fund (ADFSX) has good mid-term performance (3-year return 6.91% vs 5.70% Financial category median performance)
  • Alpine Financial Services Institutional Fund (ADFSX) has good Long-term performance (5-year return 8.10% vs 7.79% Financial category median performance)
  • Alpine Financial Services Institutional Fund (ADFSX) ratio of up-years vs down years is greater than 2
  • Alpine Financial Services Institutional Fund (ADFSX) has a Morningstar rating of 4 and above
  • Alpine Financial Services Institutional Fund (ADFSX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.55, lower than category average of 13.75
  • Alpine Financial Services Institutional Fund (ADFSX) has a lower expense ratio than its Financial average: 1.38% vs 1.48%
  • Alpine Financial Services Institutional Fund (ADFSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

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

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

  • Alpine Financial Services Institutional Fund (ADFSX) has an annual stock turnover rate of 80.00% that is higher than the Financial average of 47.04%. This could mean Alpine Financial Services Institutional is more nimble, but also signal potential high tax impact and high trading fees
  • As a Financial focused fund, Alpine Financial Services Institutional Fund (ADFSX) is less diversified and has inherited sector risks associated with the fund
  • Asset base in Alpine Financial Services Institutional Fund (ADFSX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Alpine Financial Services Institutional Fund (ADFSX) performance details as of May 30, 2016

 

What do you think?

 

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

Aadditional top Financial mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Alpine Financial Services Institutional1.10-5.126.918.10
Burnham Financial Services A (BURKX)-0.8417.2717.2214.88Compare
Davis Financial A (RPFGX)1.800.459.779.83Compare
Emerald Banking and Finance A (HSSAX)-2.077.2115.5414.62Compare

See top fund managers for Financial Category Funds

 

Compare Alpine Financial Services Institutional Fund (ADFSX)Compare with Financial category ETFs

Some Financial ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust NASDAQ ABA Community Bk ETF (QABA)2.60%7.63%12.29%
PowerShares S&P SmallCap Financials ETF (PSCF)5.84%6.76%9.47%
PowerShares KBW Regional Bank ETF (KBWR)3.69%4.58%12.53%
First Trust Financials AlphaDEX ETF (FXO)3.52%1.63%9.77%
Guggenheim S&P 500 Eq Weight Fincl ETF (RYF)2.84%1.05%9.57%

 

Graph of Alpine Financial Services Institutional Fund (ADFSX) Net Asset TrackingAlpine Financial Services Institutional (ADFSX) Fund Net Asset

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

DateNet Asset
05/2016$16.21M
03/2016$16.59M
02/2016$18.35M
More historic net asset information on Alpine Financial Services Institutional Fund (ADFSX)

  

Graph of Alpine Financial Services Institutional Fund (ADFSX) Portfolio TrackingAlpine Financial Services Institutional (ADFSX) Fund Portfolio Allocation

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

DateCashStockBondOther
01/20160.36%99.64%0%0%
10/20150%99.68%0%0.32%
07/20150%99%0%1%
Click here to see more historic asset allocation information on Alpine Financial Services Institutional Fund (ADFSX)

 

graph of Alpine Financial Services Institutional Fund (ADFSX) Top 10 Position TrackingTop 10 Holdings in Alpine Financial Services Institutional (ADFSX) Fund

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

Jan 30, 2016
Carolina Trust Bank [2.49%]
Investar Holding Corporation [2.47%]
Valley National Bancorp Common [1.91%]
Bankwell Financial Group, Inc. [1.88%]
Pacific Premier Bancorp Inc [1.76%]
Ares Management L.P. Common Uni [1.59%]
Provident Financial Holdings, I [1.53%]
FCB Financial Holdings, Inc. Cl [1.52%]
Health Insurance Innovations, I [1.5%]
Shore Bancshares Inc [1.5%]

Oct 30, 2015
Investar Holding Corporation [2.43%]
Carolina Trust Bank [2.22%]
Valley National Bancorp Common [2.04%]
Ares Management L.P. Common Uni [1.95%]
Bankwell Financial Group, Inc. [1.78%]
MITSUBISHI UFJ FINAN [1.65%]
Pacific Premier Bancorp Inc [1.64%]
The Blackstone Group L.P. Commo [1.52%]
JP Morgan Chase & Co. Common St [1.48%]
Citigroup, Inc. Common Stock [1.45%]

Jul 30, 2015
Fifth Street Asset Management I [2.51%]
Investar Holding Corporation [2.34%]
Banco De Chile Banco De Chile A [2.28%]
Carolina Trust Bank [2.08%]
Pacific Premier Bancorp Inc [2.04%]
Ares Management L.P. Common Uni [1.97%]
The Carlyle Group L.P. [1.92%]
Bankwell Financial Group, Inc. [1.8%]
Health Insurance Innovations, I [1.7%]
Valley National Bancorp Common [1.65%]
Click here for Stock Holding Change Map in Alpine Financial Services Institutional Fund (ADFSX)

  

Latest News on Alpine Financial Services Institutional (ADFSX) Fund

See what is happening with Alpine Financial Services Institutional Fund (ADFSX)

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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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