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Alpine Accelerating Dividend (AADDX)On Nov 24: 12.14   0.00 (0.00%)  
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Profile  As of 31-Oct-09Get Profile for:
Alpine Accelerating Dividend
Alpine Woods Capital Investors, LLC 2500 Westchester Avenue, Suite 215
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Phone: 888-785-5578
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FUND OVERVIEW 
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
MORNINGSTAR STYLE BOX 
Large Blend
[View Category Definition]
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
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.
INVESTMENT INFORMATION 
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
AADDX can be purchased from 9 brokerages.
FUND SUMMARY 
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.
FUND OPERATIONS 
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%
FEES & EXPENSES 
ExpenseAADDXCategory
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
* Per $10,000 invested


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