3 / 5 Stars
4 2 2 1 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#68 in Mid-Cap Growth
U.S. News evaluated 217 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 30.09 percent over the past year, 14.00 percent over the past three years, and 21.56 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||23.9%|
|3 Years (Annualized)||14.0%|
|5 Years (Annualized)||21.6%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund seeks to invest in equity securities of companies that, in the Adviser's estimation, are entering or on the verge of entering an accelerated growth period catalyzed by transformation. The Adviser seeks to identify investment opportunities in securities of companies that it believes are undervalued in light of the companies' potential for vigorous growth. The fund may invest without limitation in foreign securities, provided that no more than 35% are invested in emerging markets.
Fees are Low compared to funds in the same category.
Alpine Transformations Fund has an expense ratio of 1.35 percent.
Risk is High compared to funds in the same category according to Morningstar.