Alpine Accelerating Dividend A
Alpine Series Trust2500 Westchester Avenue, Suite 215
Map
Phone: 888-785-5578
| Category: | Large Blend | | Fund Family: | Alpine | | Net Assets: | 2.77M | | Year-to-Date Return: | 7.08% | | Yield: | 4.39% | | Morningstar Rating: |  | | Fund Inception Date: | Dec 29, 2011 |
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Bryan Keane
Lead Manager since Aug 22, 2010 | | | Keane joined Alpine Woods Capital Investors, LLC as a Senior Analyst in April 2007. Prior to joining Alpine, he spent four years at The U.S. Trust Company as a Senior Vice President, where he held several positions that included following the consumer, technology and telecommunications sectors for various investment styles.
Keane holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | 2,500 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | 2,500 | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | 100 |
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| The investment seeks income; long-term growth of capital is a secondary investment objective.
The fund invests at least 80% of its net assets in the equity securities of certain domestic and foreign companies that pay dividends. It intends to invest in the equity securities of U.S. and foreign issuers, including those in emerging markets. The fund is not restricted with respect to how much it may invest in the issuers of any single country or the amount it may invest in non-U.S. issuers, provided the fund limits its investments in countries that are considered emerging markets to no more than 25% of the fund's net assets at any one time. |
| Last Dividend
(May 30, 2013)
:
| 0.04 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(Jun 16, 2013)
:
| 73.00% | | Average for Category: | 51.91% |
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| Expense | AAADX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 1.60% | 1.11% | | Prospectus Net Expense Ratio: | 1.60% | N/A | | Prospectus Gross Expense Ratio: | 3.51% | N/A | | Max 12b1 Fee: | 0.25% | N/A | | Max Front End Sales Load: | 5.50% | 5.27% | | Max Deferred Sales Load:
| N/A | 2.36% | | 3 Yr Expense Projection*: | 1,401 | 775 | | 5 Yr Expense Projection*: | 2,118 | 1,258 | | 10 Yr Expense Projection*: | 4,007 | 2,352 |
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0.19(1.32%) Jun 19