Alpine Dynamic Balance
2500 Westchester Avenue Suite 215 Purchase NY 10577
Map
Phone: 888-785-5578
| Category: | Large Value | | Fund Family: | Alpine | | Net Assets: | 53.10M | | Year-to-Date Return: | -29.31% | | Yield: | 2.88% | | Morningstar Rating: |  | | Fund Inception Date: | 07-Jun-01 |
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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. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| 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. |
| Last Dividend
(25-Sep-08):
| 0.05 | | Last Cap Gain
(21-Dec-07):
| 0.93 | | Annual Holdings Turnover
| 28.00% | | Average for Category:
| 60.91% |
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| Expense | ADBYX | Category
Avg | | Total Expense Ratio: | 1.16%
| 1.28% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.42% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$372 | $591 | | 5 Yr Expense Projection*: |
$644 | $885 | | 10 Yr Expense Projection*: |
$1,420 | $1,741 |
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1.83% Nasdaq 0.00%
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