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Alpine Small Cap Inst (ADINX) Fund Ranking and Research

Ranking, Research and Recommendation of Alpine Small Cap Inst (ADINX) Fund

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

 

Graph of Alpine Small Cap Inst Fund (ADINX) ManagerFund Manager - Michael T. Smith

Fund Manager Information

Fund Manager Tenure: 5.6 years
Fund Family: Alpine
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)

 

Graph of Alpine Small Cap Inst Fund (ADINX) ProfileAlpine Small Cap Inst Fund (ADINX) Profile

Fund Profile and Description

Alpine Small Cap Inst Fund seeks capital appreciation. Alpine Small Cap Inst Fund primarily invests its net assets in the equity securities of U.S. and foreign companies that the Adviser believes have a competitive advantage or that will lead to superior growth potential due to the innovative nature of each company’s products, technology or business model. It may invest up to 20% of the value its net assets in the securities of foreign issuers that are publicly traded in the United States or on foreign exchanges.

 

Alpine Small Cap Inst (ADINX) Fund Strength What we like about Alpine Small Cap Inst (ADINX) Fund

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

  • Alpine Small Cap Inst Fund (ADINX) management has been with Alpine Small Cap Inst Fund for 5.6 years
  • Alpine Small Cap Inst Fund (ADINX) has good short-term performance (1-year return 0.20% vs -7.74% Small Growth category median performance)
  • Alpine Small Cap Inst Fund (ADINX) ratio of up-years vs down years is greater than 2
  • Asset base in Alpine Small Cap Inst Fund (ADINX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Alpine Small Cap Inst Fund (ADINX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Alpine Small Cap Inst Fund (ADINX) Weakness What we are cautious about Alpine Small Cap Inst (ADINX) Fund

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

  • Alpine Small Cap Inst Fund (ADINX) has a less-than-ideal mid-term performance (3-year return 4.94% vs 6.86% Small Growth category median performance)
  • Alpine Small Cap Inst Fund (ADINX) has a less-than-ideal Long-term performance (5-year return 5.05% vs 7.01% Small Growth category median performance)
  • Alpine Small Cap Inst Fund (ADINX) has a Morningstar rating of 3 and below
  • Alpine Small Cap Inst Fund (ADINX) is less safe compared to its Small Growth peers
  • Alpine Small Cap Inst Fund (ADINX) has an annual stock turnover rate of 96.00% that is higher than the Small Growth average of 63.11%. This could mean Alpine Small Cap Inst is more nimble, but also signal potential high tax impact and high trading fees
  • Alpine Small Cap Inst Fund (ADINX) does not have a good risk adjusted return as its 3-year Alpha of -5.17 is worse than category average of -3.8, and its 3-year Sharpe ratio is 0.37
  • Alpine Small Cap Inst Fund (ADINX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.39 that is higher than category average of 15.82
  • Alpine Small Cap Inst Fund (ADINX) has a higher expense ratio of 1.35% than its Small Growth average of 1.31%
See Alpine Small Cap Inst Fund (ADINX) performance details as of May 30, 2016

 

What do you think?

 

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

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Alpine Small Cap Inst1.480.204.945.05
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Alpine Small Cap Inst Fund (ADINX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Alpine Small Cap Inst Fund (ADINX) Net Asset TrackingAlpine Small Cap Inst (ADINX) Fund Net Asset

Track net asset change of Alpine Small Cap Inst fund (ADINX)

DateNet Asset
05/2016$12.99M
03/2016$12.46M
02/2016$11.83M
More historic net asset information on Alpine Small Cap Inst Fund (ADINX)

  

Graph of Alpine Small Cap Inst Fund (ADINX) Portfolio TrackingAlpine Small Cap Inst (ADINX) Fund Portfolio Allocation

Track portfolio allocation change of Alpine Small Cap Inst fund (ADINX)

DateCashStockBondOther
01/20165.6%94.4%0%0%
10/20155.06%94.94%0%0%
07/20153.98%96.02%0%0%
Click here to see more historic asset allocation information on Alpine Small Cap Inst Fund (ADINX)

 

graph of Alpine Small Cap Inst Fund (ADINX) Top 10 Position TrackingTop 10 Holdings in Alpine Small Cap Inst (ADINX) Fund

Discover what Alpine Small Cap Inst Fund (ADINX) manager is buying

Jan 30, 2016
Popeyes Louisiana Kitchen, Inc. [5%]
Fair Isaac Corproation Common S [4.48%]
ExamWorks Group, Inc. Common St [4.34%]
Dycom Industries, Inc. Common S [4.18%]
Patrick Industries, Inc. [3.89%]
Nexstar Broadcasting Group, Inc [3.77%]
Kennedy-Wilson Holdings Inc. Co [3.72%]
Liberty Tax, Inc. [3.52%]
Cardtronics, Inc. [3.32%]
Knight Transportation, Inc. Com [3.17%]

Oct 30, 2015
Dycom Industries, Inc. Common S [4.64%]
Kennedy-Wilson Holdings Inc. Co [3.94%]
Nexstar Broadcasting Group, Inc [3.89%]
Fair Isaac Corproation Common S [3.48%]
Liberty Tax, Inc. [3.32%]
Cardtronics, Inc. [3.26%]
ExamWorks Group, Inc. Common St [3.24%]
Patrick Industries, Inc. [3.23%]
PRA Group, Inc. [3.18%]
The Providence Service Corporat [3.17%]

Jul 30, 2015
Dycom Industries, Inc. Common S [4.78%]
Nexstar Broadcasting Group, Inc [3.99%]
Kennedy-Wilson Holdings Inc. Co [3.87%]
Liberty Tax, Inc. [3.59%]
NIC Inc. [3.39%]
PRA Group, Inc. [3.33%]
ExamWorks Group, Inc. Common St [3.24%]
Patrick Industries, Inc. [3.22%]
Fair Isaac Corproation Common S [3.16%]
Fleetmatics Group PLC Ordinary [3%]
Click here for Stock Holding Change Map in Alpine Small Cap Inst Fund (ADINX)

  

Latest News on Alpine Small Cap Inst (ADINX) Fund

See what is happening with Alpine Small Cap Inst Fund (ADINX)

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

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