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Alpine quote and profile

 
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12.1
  
FUND
0.03  Macroaxis: 0.25 Up   0.25%  
May 21 2013 

Diversification Suggestion

Use Alpine to enhance returns of your portfolios. The fund experiences normal upward fluctuation
Analyze Alpine Global nsumer Trend or Check current 30 days Alpine correlation with market (S&P 500)
1 Month Beta 0.71  
Highest Price:  
Lowest Price:  
12.07  
11.33  
May 20 2013 
April 22 2013 
As returns on market increase, Alpine returns are expected to increase less than the market. However during bear market, the loss on holding Alpine will be expected to be smaller as well.
Alpine Global Consumer Growth Instl Small BetaAlpine Global nsumer Beta Legend
AWCGX United States NASDAQ
Alpine Global Consumer Growth Instl
Alpine
Consumer Cyclical
Benchmark S&P 500
Contact Number: 888. 785. 5578
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset2.48 M
Last Dividend Paid0.05
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 thisGreen AWCGX AWCGX agains markets  0.25 % Macroaxis: 0.25 Moved Up  
 
 United States SP 500   0.17 % Macroaxis: 0.17 Moved Up  
 
 United States NYSE   0.11 % Macroaxis: 0.11 Moved Up  
 
 United States Russel   0.08 % Macroaxis: 0.08 Moved Up  
 
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Samuel Lieber  Money Manager
Fund Manager since December 28, 2010
Lieber is managing member and chief executive officer with Alpine Woods Capital Investors, LLC. From 1985 until February 1998, he was a portfolio manager and senior real estate securities analyst with Evergreen Asset Man...
    

Alpine Price and Market Media

The median price of Alpine for the period between Sun, Apr 21, 2013 and Tue, May 21, 2013 is 11.73 with a coefficient of variation of 1.78. The daily time series for the period is distributed with a sample standard deviation of 0.21, arithmetic mean of 11.73, and mean deviation of 0.18. The Fund did not receive any noticable media coverage during the period.
Alpine         SP 500
Price Growth (%)
 

Alpine Summary

Alpine Global Consumer Growth Instl [AWCGX] is traded in USA and was established in December 28, 2010. The fund is listed under Consumer Cyclical category and is part of Alpine family. This fund presently has accumulated 2.48 M in assets under management (AUM) with minimum initial investment of 1000 K. Alpine Global Consumer Growth Instl is currently producing year-to-date (YTD) return of 1.98% with the current yeild of 0.41%, while the total return for the last year was -1.94%.

Fund Instrument Allocation for Alpine

The fund consists of 92.39% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.
Past Market
Over 30
Days
33
Out Of
100
 
Chance of
More
Than
83 %
 
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Alpine Research Report

Alpine vs. Fidelity

Correlation analysis and fundamentals comparison between Alpine Global nsumer and Fidelity Select nstr

Alpine Asset Under Management

Alpine Global Consumer Growth Instl is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Consumer Cyclical category is currently estimated at about 5.22 Billion. Alpine adds roughly 2.48 Million in net asset claiming only tiny portion of funds in Consumer Cyclical category.

Alpine Fundamentals

Annual Yield vs Minimum Initial Investment
Cash Position Weight vs Price to Book
Annual Yield vs Price to Sales
Last Dividend Paid vs Price to Book

Alpine vs Competition

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Alpine vs. Vanguard Consumer Discretionary Idx Adm
Alpine vs. Fidelity Select Multimedia
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Alpine vs. Invesco Leisure C
Alpine vs. Invesco Leisure Y
Alpine vs. Invesco Leisure R
Alpine vs. Invesco Leisure B
Alpine vs. Invesco Leisure Investor

Alpine May 21 2013 Opportunity Range

Downside Deviation0.4247
Information Ratio(0.01)
Maximum Drawdown1.66
Value At Risk(0.50)
Potential Upside1.06

 
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