Alpine Ultra Short Tax Optimized Inc Adv
2500 Westchester Avenue Suite 215 Purchase NY 10577-2540
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Phone: 888-785-5578
| Category: | Muni National Short | | Fund Family: | Alpine | | Net Assets: | 11.54M | | Year-to-Date Return: | 2.68% | | Yield: | 3.85% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Mar-04 |
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Steven C. Shachat
Lead Manager since
30-Mar-04 | | | Shachat joined Alpine Mutual Funds in 2002 following 13 years with Lieber & Company and Evergreen Mutual Funds. At Evergreen, Shachat managed over $6.5 billion in total assets, with responsibility for seven municipal money market funds. He also managed two short-intermediate municipal bond funds and the fixed-income portfolio of the Evergreen Foundation Fund. Prior to his tenure with Evergreen, Shachat worked as a Portfolio Manager for Mitchell Hutchins Asset Management. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks high after-tax current income consistent with preservation of capital. The fund invests assets in a combination of municipal obligations that pay interest that is free from federal income tax (other than AMT) and taxable debt obligations. It normally invests at least 50% of assets in tax-exempt obligations. |
| Last Dividend
(31-Oct-08):
| 0.03 | | Last Cap Gain
(30-Dec-05):
| 0.00 | | Annual Holdings Turnover
| 171.00% | | Average for Category:
| 51.82% |
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| Expense | ATOAX | Category
Avg | | Total Expense Ratio: | 0.85%
| 0.86% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.50%
| 2.42% | | Max Deferred Sales Load: | 0.00%
| 1.91% | | 3 Yr Expense Projection*: |
$300 | $396 | | 5 Yr Expense Projection*: |
$500 | $630 | | 10 Yr Expense Projection*: |
$1,076 | $1,363 |
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