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Alpine Dynamic Dividend (ADVDX)On Nov 6: 4.95  Up 0.01 (0.20%)  
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Profile  As of 30-Sep-09Get Profile for:
Alpine Dynamic 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:Mid-Cap Blend
Fund Family:Alpine
Net Assets:575.70M
Year-to-Date Return:15.59%
Yield:23.68%
Morningstar Rating:2 stars
Fund Inception Date:22-Sep-03
MORNINGSTAR STYLE BOX 
Mid-Cap Blend
[View Category Definition]
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
Jill Evans
Lead Manager since 22-Sep-03
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
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
ADVDX can be purchased from 14 brokerages.
FUND SUMMARY 
The investment seeks high current dividend income while also focusing on total return for long-term growth of capital. The fund normally invests at least 80% of assets in the equity securities of certain domestic and foreign corporations that pay qualified dividend income. It focuses on those securities that pay qualified dividend income, which is defined in the Code as dividends received during the taxable year from domestic and qualified foreign corporations.
FUND OPERATIONS 
Last Dividend (29-Sep-09): 0.12
Last Cap Gain (22-Dec-04): 0.28
Annual Holdings Turnover YFT_NOT_APPLICABLE_ABBREVIATION
Average for Category: 81.37%
FEES & EXPENSES 
ExpenseADVDXCategory
Avg
Total Expense Ratio:1.17% 1.37%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.28%
Max Deferred Sales Load:% 2.37%
3 Yr Expense Projection*: $ 378$630
5 Yr Expense Projection*: $ 654$972
10 Yr Expense Projection*: $ 1,443$1,959
* Per $10,000 invested


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