Alpine Foundation Fund

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

Fund Holdings

Asset Allocation

% Long % Net
Cash 10.44 10.44
Stocks 67.6 67.6
Bonds 20.27 20.27
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 1.69 1.69
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 04.30.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 04.30.2014

Ticker YTD Return % % Net Assets
US Treasury Bond 6% --- --- 10.22
US Treasury Bond 5.25% --- --- 6.5
Simon Property Group Inc SPG 18.32 4.04
US Treasury Bond 3% --- --- 3.56
JPMorgan Chase & Co JPM 0.43 3.28
Johnson & Johnson JNJ 17.08 3.13
General Electric Co GE -4.25 2.58
International Business Machines Corp IBM 0.44 2.53
CBL & Associates Properties Inc CBL 10.02 2.34
Boston Properties Inc BXP 19.38 1.96