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Alpine Accelerating Dividend Instl (AADDX) Fund Ranking and Research

Ranking, Research and Recommendation of Alpine Accelerating Dividend Instl (AADDX) Fund

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

 

Graph of Alpine Accelerating Dividend Instl Fund (AADDX) ManagerFund Manager - Mark T. Spellman

Fund Manager Information

Fund Manager Tenure: 3.0 years
Fund Family: Alpine
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.41)     (What does this score mean?)

 

Graph of Alpine Accelerating Dividend Instl Fund (AADDX) ProfileAlpine Accelerating Dividend Instl Fund (AADDX) Profile

Fund Profile and Description

Alpine Accelerating Dividend Instl Fund primary objective is income, and also focuses on long-term growth of capital as a secondary investment objective. Alpine Accelerating Dividend Instl 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 in the equity securities of U.S. and foreign issuers, including those in emerging markets.

 

Alpine Accelerating Dividend Instl (AADDX) Fund Strength What we like about Alpine Accelerating Dividend Instl (AADDX) Fund

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

  • Alpine Accelerating Dividend Instl Fund (AADDX) management has been with Alpine Accelerating Dividend Instl Fund for 3.0 years
  • Alpine Accelerating Dividend Instl Fund (AADDX) ratio of up-years vs down years is greater than 2
  • Asset base in Alpine Accelerating Dividend Instl Fund (AADDX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Alpine Accelerating Dividend Instl Fund (AADDX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Alpine Accelerating Dividend Instl Fund (AADDX) Weakness What we are cautious about Alpine Accelerating Dividend Instl (AADDX) Fund

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

  • Alpine Accelerating Dividend Instl Fund (AADDX) has a less-than-ideal short-term performance (1-year return -5.92% vs -1.15% Large Blend category median performance)
  • Alpine Accelerating Dividend Instl Fund (AADDX) has a less-than-ideal mid-term performance (3-year return 7.61% vs 9.43% Large Blend category median performance)
  • Alpine Accelerating Dividend Instl Fund (AADDX) has a less-than-ideal Long-term performance (5-year return 8.44% vs 10.15% Large Blend category median performance)
  • Alpine Accelerating Dividend Instl Fund (AADDX) has a Morningstar rating of 3 and below
  • Alpine Accelerating Dividend Instl Fund (AADDX) has an annual stock turnover rate of 97.00% that is higher than the Large Blend average of 52.64%. This could mean Alpine Accelerating Dividend Instl is more nimble, but also signal potential high tax impact and high trading fees
  • Alpine Accelerating Dividend Instl Fund (AADDX) is more volatile than its peers as it has a 3-year Standard Deviation of 11.68 that is higher than category average of 11.67
  • Alpine Accelerating Dividend Instl Fund (AADDX) has a higher expense ratio of 1.35% than its Large Blend average of 1.02%
See Alpine Accelerating Dividend Instl Fund (AADDX) performance details as of May 30, 2016

 

What do you think?

 

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

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Alpine Accelerating Dividend Instl2.28-5.927.618.44
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Alpine Accelerating Dividend Instl Fund (AADDX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Alpine Accelerating Dividend Instl Fund (AADDX) Net Asset TrackingAlpine Accelerating Dividend Instl (AADDX) Fund Net Asset

Track net asset change of Alpine Accelerating Dividend Instl fund (AADDX)

DateNet Asset
05/2016$90.74M
03/2016$89.68M
02/2016$85.36M
More historic net asset information on Alpine Accelerating Dividend Instl Fund (AADDX)

  

Graph of Alpine Accelerating Dividend Instl Fund (AADDX) Portfolio TrackingAlpine Accelerating Dividend Instl (AADDX) Fund Portfolio Allocation

Track portfolio allocation change of Alpine Accelerating Dividend Instl fund (AADDX)

DateCashStockBondOther
01/20160.15%99.82%0%0.03%
10/20151.83%98.14%0%0.03%
07/20150.18%97.44%0%2.38%
Click here to see more historic asset allocation information on Alpine Accelerating Dividend Instl Fund (AADDX)

 

graph of Alpine Accelerating Dividend Instl Fund (AADDX) Top 10 Position TrackingTop 10 Holdings in Alpine Accelerating Dividend Instl (AADDX) Fund

Discover what Alpine Accelerating Dividend Instl Fund (AADDX) manager is buying

Jan 30, 2016
Apple Inc. [3.58%]
Johnson & Johnson Common Stock [2.82%]
CVS Health Corporation Common S [2.49%]
JP Morgan Chase & Co. Common St [2.44%]
Pfizer, Inc. Common Stock [2.16%]
Raytheon Company Common Stock [2.04%]
AT&T Inc. [1.99%]
Zimmer Biomet Holdings, Inc. Co [1.95%]
CBS Corporation Class B Common [1.92%]
Discover Financial Services Com [1.91%]

Oct 30, 2015
Apple Inc. [3.88%]
Johnson & Johnson Common Stock [3.08%]
JP Morgan Chase & Co. Common St [2.37%]
Raytheon Company Common Stock [2.32%]
Pfizer, Inc. Common Stock [2.15%]
Prudential Financial, Inc. Comm [1.93%]
Zimmer Biomet Holdings, Inc. Co [1.84%]
CVS Health Corporation Common S [1.81%]
CBS Corporation Class B Common [1.8%]
Verizon Communications Inc. Com [1.76%]

Jul 30, 2015
Apple Inc. [3.79%]
Johnson & Johnson Common Stock [2.22%]
Pepsico, Inc. Common Stock [1.88%]
Becton, Dickinson and Company C [1.78%]
PPG Industries, Inc. Common Sto [1.62%]
CVS Health Corporation Common S [1.61%]
Abbott Laboratories Common Stoc [1.58%]
Air Products and Chemicals, Inc [1.58%]
CBS Corporation Class B Common [1.53%]
Verizon Communications Inc. Com [1.52%]
Click here for Stock Holding Change Map in Alpine Accelerating Dividend Instl Fund (AADDX)

  

Latest News on Alpine Accelerating Dividend Instl (AADDX) Fund

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Alpine Accelerating Dividend Instl Fund (AADDX) Related ResourcesSee more information on Alpine Accelerating Dividend Instl (AADDX) Fund

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