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Alpine Accelerating Dividend Instl Fund (AADDX)

Fund performance review and position details on Alpine Accelerating Dividend Instl Fund (AADDX)

    Last Trade: $ on , Change: (0%)

Alpine Accelerating Dividend Instl Fund (AADDX) HighlightAlpine Accelerating Dividend Instl Fund (AADDX) Fund Summary

Alpine Accelerating Dividend Instl Fund (AADDX) statistics as of May 30, 2016

Category: Large Blend
Fund Family: Alpine
Net Asset: $90.74M
Yield: 2.91%
Year-to-Date Return: 2.28%
Morningstar rating: 2

 

Alpine Accelerating Dividend Instl Fund (AADDX) CostAlpine Accelerating Dividend Instl Fund (AADDX) Cost

Alpine Accelerating Dividend Instl Fund (AADDX) various investment related cost

Initial Investment: 1,000,000
Total Expense Ratio (Large Blend average): 1.35% (1.02%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 97.00%

 

Alpine Accelerating Dividend Instl Fund (AADDX) PerformanceAlpine Accelerating Dividend Instl Fund (AADDX) Performance

Most current Alpine Accelerating Dividend Instl Fund (AADDX) Performance

1-month Performance (Large Blend category median performance): 1.30% (1.66%)
3-month Performance (Large Blend category median performance): 8.46% (8.92%)
1 Year Performance (Large Blend category median performance): -5.92% (-1.15%)
3 Year Performance (Large Blend category median performance): 7.61% (9.43%)
5 Year Performance (Large Blend category median performance): 8.44% (10.15%)
Number of Years of positive return: 6 years
Number of Years of negative return: 1 years
3 year Alpha (Large Blend category average): -3.13 (-1.74)
3 year Beta (Large Blend category average): 1 (1)
3 year Sharpe Ratio: 0.68
3 year Treynor: 7.53

Alpine Accelerating Dividend Instl Fund (AADDX) topholdingTop Stock Holdings in Alpine Accelerating Dividend Instl Fund (AADDX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Apple Inc.3.58%0.00%
Johnson & Johnson Common Stock2.82%0.00%
CVS Health Corporation Common S2.49%0.00%
JP Morgan Chase & Co. Common St2.44%0.00%
Pfizer, Inc. Common Stock2.16%0.00%
Raytheon Company Common Stock2.04%0.00%
AT&T Inc.1.99%0.00%
Zimmer Biomet Holdings, Inc. Co1.95%0.00%
CBS Corporation Class B Common 1.92%0.00%
Discover Financial Services Com1.91%0.00%
*Note: The price change will reset to 0 after the midnight

 

Alpine Accelerating Dividend Instl Fund (AADDX) Portfolio AllocationAlpine Accelerating Dividend Instl Fund (AADDX) Fund Portfolio Allocation

Alpine Accelerating Dividend Instl Fund (AADDX) Fund Portfolio Allocation data as of 01/2016

Stock99.82%
Bond0%
Cash0.15%
Other0.03%

 

Alpine Accelerating Dividend Instl Fund (AADDX) CompareCompare with other Large Blend category mutual funds

Below are some additional Large Blend mutual funds generated out of our database

Fund1 Year3 year5 year
Alpine Accelerating Dividend Instl-5.927.618.44
Bright Rock Quality Large Cap Instl (BQLCX)5.9810.4611.67 Compare
Fidelity Spartan Total Market Index F (FFSMX)0.1410.4511.10 Compare
Voya Russell Large Cap Index Port S2 (IRLUX)1.2910.3911.09 Compare

See top fund managers for Large Blend Category Funds

 

Alpine Accelerating Dividend Instl Fund (AADDX) PerformanceOther Financial Data Web Sites on Alpine Accelerating Dividend Instl Fund (AADDX)

Addition research sites for Alpine Accelerating Dividend Instl Fund (AADDX)

 

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