Alpine Foundation Fund

Class Inst (ADBYX)
Scorecard
2 / 5 Stars
Lipper
1 1 2 2 4
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

U.S. News evaluated 115 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 15.40 percent over the past year, 8.57 percent over the past three years, 12.48 percent over the past five years, and 4.62 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 7.0%
1 Year 15.4%
3 Years (Annualized) 8.6%
5 Years (Annualized) 12.5%
10 Years (Annualized) 4.6%

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Summary

The investment seeks current income and long-term growth of capital. The fund invests primarily in a combination of equity securities of large U.S. companies and high quality fixed income securities. It invests not less than 25% of its net assets in fixed income securities. The fund may invest up to 75% of its net assets in fixed income securities when, in the opinion of the Adviser, the prospective returns of equity securities appear to be lower or less certain than those of fixed income securities.

Fees

Fees are Low compared to funds in the same category.
Alpine Foundation Fund has an expense ratio of 1.28 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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