Alpine Dynamic Dividend
2500 Westchester Avenue Suite 215 Purchase NY 10577
Map
Phone: 888-785-5578
| Category: | Mid-Cap Blend | | Fund Family: | Alpine | | Net Assets: | 1.06B | | Year-to-Date Return: | -21.49% | | Yield: | 18.93% | | Morningstar Rating: |  | | Fund Inception Date: | 22-Sep-03 |
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Jill Evans
Lead Manager since
22-Sep-03 | | | Evans is a portfolio manager with Alpine Woods Capital Investors, LLC. Prior to joining Alpine Woods in May 2003, she was the senior equity research analyst covering small and mid-cap basic industries at J.P. Morgan Securities. Evans was also the global coordinator of J.P. Morgans passenger and freight transportation sectors. She joined J.P. Morgan in 1988 as an analyst. And Evans spent her last year in Management Services working with McKinsey & Co. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks high current dividend income while also focusing on total return for long-term growth of capital. The fund normally invests at least 80% of assets in the equity securities of certain domestic and foreign corporations that pay qualified dividend income. It focuses on those securities that pay qualified dividend income, which is defined in the Code as dividends received during the taxable year from domestic and qualified foreign corporations. |
| Last Dividend
(28-Aug-08):
| 0.07 | | Last Cap Gain
(22-Dec-04):
| 0.28 | | Annual Holdings Turnover
| 216.00% | | Average for Category:
| 90.83% |
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| Expense | ADVDX | Category
Avg | | Total Expense Ratio: | 1.15%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.31% | | Max Deferred Sales Load: | 0.00%
| 2.51% | | 3 Yr Expense Projection*: |
$368 | $605 | | 5 Yr Expense Projection*: |
$638 | $957 | | 10 Yr Expense Projection*: |
$1,409 | $1,895 |
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1.49% Nasdaq 
0.27%
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