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Alpine Dynamic Balance (ADBYX)On Nov 24: 9.30  Down 0.02 (0.21%)  
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Profile  As of 31-Oct-09Get Profile for:
Alpine Dynamic Balance
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 Value
Fund Family:Alpine
Net Assets:55.24M
Year-to-Date Return:9.18%
Yield:1.73%
Morningstar Rating:3 stars
Fund Inception Date:07-Jun-01
MORNINGSTAR STYLE BOX 
Large Value
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
Samuel A. Lieber
Lead Manager since 07-Jun-01
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
ADBYX can be purchased from 14 brokerages.
FUND SUMMARY 
The investment seeks capital appreciation; reasonable income and conservation of capital is a secondary consideration. The fund primarily invests assets in a combination of equity securities of large U.S companies and high quality fixed income securities. It may invest up to 75% of assets in fixed-income securities.
FUND OPERATIONS 
Last Dividend (25-Sep-09): 0.04
Last Cap Gain (21-Dec-07): 0.93
Annual Holdings Turnover YFT_NOT_APPLICABLE_ABBREVIATION
Average for Category: 75.44%
FEES & EXPENSES 
ExpenseADBYXCategory
Avg
Total Expense Ratio:1.16% 1.28%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.44%
Max Deferred Sales Load:% 2.65%
3 Yr Expense Projection*: $ 397$638
5 Yr Expense Projection*: $ 686$966
10 Yr Expense Projection*: $ 1,511$1,855
* Per $10,000 invested


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