Alpine Innovators Fund

Class Inst (ADINX)
Scorecard
4 / 5 Stars
Lipper
4 3 2 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B- (Buy)

#34 in Mid-Cap Growth

U.S. News evaluated 223 Mid-Cap Growth 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 30.83 percent over the past year, 13.35 percent over the past three years, and 27.99 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 5.2%
1 Year 30.8%
3 Years (Annualized) 13.4%
5 Years (Annualized) 28.0%
10 Years (Annualized) N/A

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Summary

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

Fees

Fees are Low compared to funds in the same category.
Alpine Innovators Fund has an expense ratio of 1.35 percent.

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Risk

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

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