4 / 5 Stars
4 3 2 1 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#36 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.
The fund has returned 36.37 percent over the past year, 12.34 percent over the past three years, and 31.29 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.4%|
|3 Years (Annualized)||12.3%|
|5 Years (Annualized)||31.3%|
|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 is not restricted on how much may be invested issuers of a single country, provided that it limits its investment in countries that are considered "emerging markets" to no more than 35% of its net assets.
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.