| 12.88 Net Asset Value | -1.75% 1 Day | +11.13% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 1.67% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +5.14% | 3 years | +12.48% | |
| 3 months | +3.29% | 5 years | +0.47% | |
| 1 year | +15.00% | Since inception | +4.34% |
| ADINX | Category | |
|---|---|---|
| Performance 5-yr return | +0.47% | +6.62% |
| Expense ratio | 1.67% | 1.38% |
| Risk 5 year sharpe ratio | 0.16 | 0.34 |
| Net assets | $11.4M | $1.1B |
| Average market cap | $6.9B | $6.8B |
| Average P/E | 18.8 | 22.6 |
| Portfolio turnover | 29% | 29% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Alpine |
| Fund manager & tenure | Samuel Lieber / 6 Years |
| Minimal initial investment | $1,000,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Healthcare | 24.78% |
| Industrial materials | 23.79% |
| Hardware | 17.12% |
| Consumer service | 9.07% |
| Business service | 6.11% |
| ANSS Ansys, Inc. | 10.52% |
| PCLN Priceline.com, Inc. | 8.97% |
| LIFE Life Technologies Corp | 6.20% |
| ISRG Intuitive Surgical, Inc. | 5.01% |
| GOOG Google, Inc. Class A | 4.61% |
| MD Mednax, Inc. | 4.48% |
| FLS Flowserve Corporation | 3.69% |
| CRAY Cray, Inc. | 2.43% |
| FLIR FLIR Systems, Inc. | 2.28% |
| ARIA Ariad Pharmaceuticals | 2.17% |
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