| 13.24 Net Asset Value | +0.76% 1 Day | +8.17% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 1.98% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +7.64% | 3 years | +14.66% | |
| 3 months | +5.00% | 5 years | +5.65% | |
| 1 year | +15.39% | Since inception | +4.75% |
| ADTRX | Category | |
|---|---|---|
| Performance 5-yr return | +5.65% | +6.62% |
| Expense ratio | 1.98% | 1.38% |
| Risk 5 year sharpe ratio | 0.30 | 0.34 |
| Net assets | $6.3M | $1.1B |
| Average market cap | $5.2B | $6.8B |
| Average P/E | 16.3 | 22.6 |
| Portfolio turnover | 63% | 63% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Alpine |
| Fund manager & tenure | Stephen Lieber / 5 Years |
| Minimal initial investment | $1,000,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Healthcare | 23.42% |
| Industrial materials | 21.75% |
| Business service | 9.20% |
| Financial service | 9.11% |
| Consumer service | 9.07% |
| ISRG Intuitive Surgical, Inc. | 4.47% |
| PCLN Priceline.com, Inc. | 4.27% |
| CRAY Cray, Inc. | 4.27% |
| SNA Snap-on, Inc. | 3.78% |
| SWI SolarWinds, Inc. | 3.39% |
| GRMN Garmin, Ltd. | 2.95% |
| AAPL Apple Inc | 2.83% |
| EW Edwards Lifesciences Corporation | 2.80% |
| EMN Eastman Chemical Company | 2.77% |
| FTK Flotek Industries, Inc. | 2.72% |
.
