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    Alpine Dynamic Dividend Institutional (ADVDX)

    3.79 Down 0.09(2.32%) Jan 30

    Profile as of Dec 30, 2014Get Profile for:
    Alpine Dynamic Dividend Institutional
    Alpine Series Trust2500 Westchester Avenue, Suite 215Purchase NY 10577
    Phone: 888-785-5578
    Fund Overview 
    Category:World Stock
    Fund Family:Alpine
    Net Assets:209.56M
    Year-to-Date Return:6.94%
    Morningstar Rating:1 stars
    Fund Inception Date:Sep 22, 2003
    Morningstar Style Box 
    World Stock
    [View Category Definition]
    View Top World Stock Funds
    About the Morningstar Style Box
    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 (Dec 30, 2014) : 0.02
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jan 27, 2015) : 81.00%
    Average for Category:50.17%
    Fees & Expenses 
    ExpenseADVDXCategory Avg
    Annual Report Expense Ratio (net):1.35%1.32%
    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/A5.37%
    Max Deferred Sales Load: N/A2.07%
    3 Yr Expense Projection*:447692
    5 Yr Expense Projection*:7771,152
    10 Yr Expense Projection*:1,7103,095
    * Per $10,000 invested