Alpine Accelerating Dividend Alpine Woods Capital Investors, LLC 2500 Westchester Avenue, Suite 215 Map
Phone: 888-785-5578
| Category: | Large Blend | | Fund Family: | Alpine | | Net Assets: | 1.21M | | Year-to-Date Return: | 13.33% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 05-Nov-08 |
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Samuel A. Lieber
Lead Manager since
05-Nov-08 | | | Lieber is managing member and chief executive officer with Alpine Woods Capital Investors, LLC. From 1985 until February 1998, he was a portfolio manager and senior real estate securities analyst with Evergreen Asset Management Corp. Prior to 1985, Lieber was associated with Whitbread-Nolan, Inc. in the investment property brokerage division. Previous to this, he worked for the urban design firm, Project for Public Spaces, as a Noyes Fellow. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment primary objective is income, and also focuses on long-term growth of capital as a secondary investment objective. The fund invests at least 80% of net assets in the equity securities of certain domestic and foreign companies that pay dividends. It intends to invest primarily in the equity securities of U.S. issuers, but may take advantage of opportunities to invest in foreign issuers, including those in emerging markets. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 78.94% |
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| Expense | AADDX | Category Avg | | Total Expense Ratio: | 1.41%
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 446 | $776 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,291 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,371 |
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