Mutual Fund Insights: Alpine Accelerating Dividend Fund (AADDX)

In-depth Analysis of Alpine Accelerating Dividend Fund (AADDX)

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See Alpine Accelerating Dividend Fund (AADDX) performance details as of January 31, 2010

  

Last Trade: $12.48 on 3/19/2010, Change: -0.05 (-0.4%)

Experiment our closing price forecasting tool for Alpine Accelerating Dividend Fund (AADDX) (alpha release)

  

Fund Manager - Samuel A. Lieber

Fund Manager Tenure: 1.4 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

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.  Get more insights on Samuel A. Lieber

  

 What we like about Alpine Accelerating Dividend Fund (AADDX)

Data for Alpine Accelerating Dividend Fund (AADDX) as of January 31, 2010

• Alpine Accelerating Dividend Fund (AADDX) ratio of up-years vs down years is greater than 2
• Alpine Accelerating Dividend Fund (AADDX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

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

Data for Alpine Accelerating Dividend Fund (AADDX) as of January 31, 2010

• Alpine Accelerating Dividend Fund (AADDX) management has been with Alpine Accelerating Dividend Fund for only 1.4 years, it is hard to judge manager's ability based on this fund's operation record
• Alpine Accelerating Dividend Fund is a focused fund with 30.80% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Alpine Accelerating Dividend Fund (AADDX) has a less-than-ideal short-term performance (1-year return 16.99% vs 34.15% Large Blend category average)
• Alpine Accelerating Dividend Fund (AADDX) has an annual stock turnover rate of 104.00% that is higher than the Large Blend average of 80.36%. This could mean Alpine Accelerating Dividend is more nimble, but also signal potential high tax impact and high trading fees
• Alpine Accelerating Dividend Fund (AADDX) has a higher management fee of 1.41% than its Large Blend average of 1.10%

See Alpine Accelerating Dividend Fund (AADDX) performance details as of January 31, 2010

  

  

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Alpine Accelerating Dividend Fund (AADDX) Net Asset

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

Date	Net Asset
01/2010	$2.05M
11/2009	$1.28M
10/2009	$1.21M

More historic net asset information on Alpine Accelerating Dividend Fund (AADDX)

  

Alpine Accelerating Dividend Fund (AADDX) Portfolio Allocation

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

Date	Cash	Stock	Bond	Other
09/2009	3.53%	96.47%	0%	0%
07/2009	0%	0%	0%	0%
06/2009	13.21%	86.79%	0%	0%

Click here to see more historic asset allocation information on Alpine Accelerating Dividend Fund (AADDX)

  

Most Recent Top 10 Holdings in Alpine Accelerating Dividend Fund (AADDX)

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

30-Sep-09 ALCON INC [4.04%] Sigma-Aldrich Corporation [3.59%] Federated Treasury Obligs Instl [3.53%] CHUBB CP THE [3.36%] CHEVRON CORP [2.93%] SONOCO PRODUCTS [2.86%] KIMBERLY CLARK CP [2.7%] BURLINGTN N SANTE FE [2.66%] SYSCO CP [2.59%] UNITED TECH [2.54%]

31-Jul-09 N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%]

30-Jun-09 Federated Treasury Obligs Instl [11.17%] ALCON INC [3.89%] Sigma-Aldrich Corporation [3.79%] COLGATE PALMOLIVE [3.72%] GEN MILLS INC [3.35%] CAMPBELL SOUP CO [3.24%] CHEVRON CORP [3.17%] CHUBB CP THE [3.05%] WASTE MGMT INC [2.96%] EXELON CORPORATION [2.94%]

Click here for Stock Holding Change Map in Alpine Accelerating Dividend Fund (AADDX)

  

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See more information on Alpine Accelerating Dividend Fund (AADDX)

• Alpine Accelerating Dividend Fund Insights
• Alpine Accelerating Dividend Fund Performance Data
• Alpine Accelerating Dividend Fund News
• Alpine Accelerating Dividend Fund Score Explaination
• Alpine Accelerating Dividend Fund Manager Information
• Historic Alpine Accelerating Dividend Fund Asset Allocation Report
• Historic Alpine Accelerating Dividend Fund Top 10 Holding Tracking
• Historic Alpine Accelerating Dividend Fund Asset Under Management Tracking