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Alpine Dynamic Dividend Institutional (ADVDX)

3.98 0.00(0.00%) Aug 29

Profile as of Jul 30, 2014Get Profile for:
Alpine Dynamic Dividend Institutional
Alpine Series Trust2500 Westchester Avenue, Suite 215
Phone: 888-785-5578
Fund Overview 
Category:World Stock
Fund Family:Alpine
Net Assets:225.95M
Year-to-Date Return:4.49%
Morningstar Rating:1 stars
Fund Inception Date:Sep 22, 2003
Morningstar Style Box 
World Stock
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Management Information 
Jill Evans
Lead Manager since Sep 22, 2003
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. Morgan's 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.
Investment Information 
Min Initial Investment:1,000,000
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:1,000,000
Min Subsequent Investment:100
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:100
ADVDX can be purchased from 92 brokerages.

Fund Summary 
The investment seeks high current dividend income while also focusing on total return for long-term growth of capital. The fund invests at least 80% of its net assets in the equity securities of certain domestic and foreign corporations that pay dividend income, that it believes are undervalued relative to the market and to the securities' historic valuations. It may invest without limitation in the securities of foreign issuers that are publicly traded in the United States or on foreign exchanges, provided that no more than 25% are invested in emerging markets.

Fund Operations 
Last Dividend (Jul 30, 2014) : 0.02
Last Cap Gain : 0.00
Annual Holdings Turnover (Aug 27, 2014) : 197.00%
Average for Category:42.01%
Fees & Expenses 
ExpenseADVDXCategory Avg
Annual Report Expense Ratio (net):1.38%1.33%
Prospectus Net Expense Ratio:1.35%N/A
Prospectus Gross Expense Ratio:1.43%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.43%
Max Deferred Sales Load: N/A2.15%
3 Yr Expense Projection*:447677
5 Yr Expense Projection*:7771,099
10 Yr Expense Projection*:1,7102,234
* Per $10,000 invested