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Alpine Dynamic Financial Services (ADFSX)

On Nov 24: 6.94 USD  Up 0.07 (1.02%)  
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 ALPINE DYNAMIC FINANCIAL SERVIC Delayed quote dataEdit
Net Asset Value:6.94
Trade Time:Nov 24
Change:Up 0.07 (1.02%)
Prev Close:6.94
YTD Return*:33.53%
Net Assets*:7.89M
Yield*:1.40%
* As of 31-Oct-09
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 HEADLINES 
Top Financial Equity Funds
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 FUND BASICS31-Oct-09
Morningstar Overall Rating:4 stars
Total Assets:7.89M
Category:Financial
Total Expense Ratio:1.60%
Fund Profile - Holdings


 PERFORMANCE & RISK31-Oct-09
YTD Return:33.53%
5y Avg Return:N/A
Rank in Category (ytd):34
% Rank in Category (ytd):26.36%
Beta (3y):1.29
Morningstar Risk Rating:Above average
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks long-term growth of capital and consistent above average total returns. The fund normally invests at least 80% of assets in the equity securities of certain U.S. and foreign companies engaged in the financial services industry. It invests a substantial percentage of assets in equity securities issued by banks that have strong growth prospects or takeover potential.
Fund Profile


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