Mutual Fund Insights: Alpine Dynamic Balance Fund (ADBYX)

In-depth Analysis of Alpine Dynamic Balance Fund (ADBYX)

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See Alpine Dynamic Balance Fund (ADBYX) performance details as of January 31, 2010

  

Last Trade: $9.96 on 3/12/2010, Change: +0.02 (0.2%)

Experiment our closing price forecasting tool for Alpine Dynamic Balance Fund (ADBYX) (alpha release)

  

Fund Manager - Samuel A. Lieber

Fund Manager Tenure: 8.8 years
Fundmojo Fund Grade: D (Score: 0.4)     (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 Dynamic Balance Fund (ADBYX)

Data for Alpine Dynamic Balance Fund (ADBYX) as of January 31, 2010

• Alpine Dynamic Balance Fund (ADBYX) management has been with Alpine Dynamic Balance Fund for 8.8 years
• Alpine Dynamic Balance Fund (ADBYX) has an annual stock turnover rate of 41.00% vs Moderate Allocation average of 87.10%. It is good that Alpine Dynamic Balance management does not trade extensively for its return.
• Alpine Dynamic Balance Fund (ADBYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Alpine Dynamic Balance Fund (ADBYX)

Data for Alpine Dynamic Balance Fund (ADBYX) as of January 31, 2010

• Alpine Dynamic Balance Fund is a focused fund with 49.23% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Alpine Dynamic Balance Fund (ADBYX) has a less-than-ideal short-term performance (1-year return 25.79% vs 27.80% Moderate Allocation category average)
• Alpine Dynamic Balance Fund (ADBYX) has a less-than-ideal mid-term performance (3-year return -8.69% vs -2.95% Moderate Allocation category average)
• Alpine Dynamic Balance Fund (ADBYX) has a less-than-ideal Long-term performance (5-year return -1.76% vs 1.92% Moderate Allocation category average)
• Alpine Dynamic Balance Fund (ADBYX) ratio of up-years vs down years can be improved
• Alpine Dynamic Balance Fund (ADBYX) has a Morningstar rating of 3 and below
• Alpine Dynamic Balance Fund (ADBYX) is less safe compared to its Moderate Allocation peers
• Alpine Dynamic Balance Fund (ADBYX) does not have a good risk adjusted return as its 3-year Alpha of -8.56 is worse than category average of -3.13, and its 3-year Sharpe ratio is -0.52
• Alpine Dynamic Balance Fund (ADBYX) is more volatile than its peers as it has a 3-year Standard Deviation of 17.91 that is higher than category average of 14.84
• Alpine Dynamic Balance Fund (ADBYX) has a higher management fee of 1.16% than its Moderate Allocation average of 1.02%

See Alpine Dynamic Balance Fund (ADBYX) performance details as of January 31, 2010

  

  

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Alpine Dynamic Balance Fund (ADBYX) Net Asset

Track net asset change of Alpine Dynamic Balance fund (ADBYX)

Date	Net Asset
01/2010	$57.45M
11/2009	$57.59M
10/2009	$55.24M

More historic net asset information on Alpine Dynamic Balance Fund (ADBYX)

  

Alpine Dynamic Balance Fund (ADBYX) Portfolio Allocation

Track portfolio allocation change of Alpine Dynamic Balance fund (ADBYX)

Date	Cash	Stock	Bond	Other
09/2009	12.33%	69.39%	18.29%	0%
06/2009	14.04%	65.54%	20.42%	0%
03/2009	23.38%	61.06%	15.57%	0%

Click here to see more historic asset allocation information on Alpine Dynamic Balance Fund (ADBYX)

  

Most Recent Top 10 Holdings in Alpine Dynamic Balance Fund (ADBYX)

Discover what Alpine Dynamic Balance Fund (ADBYX) manager is buying

30-Sep-09 Federated Treasury Obligs Instl [12.31%] US Treasury Bond 5.25% [8.07%] US Treasury Bond 6% [6.47%] CONS ENERGY INC [4.63%] US Treasury Note 5% [3.75%] JP MORGAN CHASE CO [3.47%] JOHNSON AND JOHNS DC [2.86%] SIMON PPTY GRP INC [2.86%] EAGLE MATERIALS INC [2.44%] STATE STREET CP [2.37%]

30-Jun-09 Treasury Obligations Instl [14.04%] US Treasury Bond 5.25% [8.94%] US Treasury Bond 6% [7.19%] US Treasury Note 5% [4.3%] CONS ENERGY INC [3.64%] JP MORGAN CHASE CO [3.09%] JOHNSON AND JOHNS DC [3.05%] ALLEGHENY ENERGY INC [2.6%] EAGLE MATERIALS INC [2.47%] STATE STREET CP [2.43%]

31-Mar-09 US Treasury Bond 5.25% [10.76%] US Treasury Note 5% [4.81%] Johnson & Johnson [3.11%] Consol Energy Inc [2.98%] Eagle Materials Inc [2.61%] Allegheny Energy, Inc. [2.58%] CVS Caremark Corporation [2.41%] JPMorgan Chase & Co. [2.33%] Goldman Sachs Group, Inc. [2.09%] Ametek, Inc. (New) [2.05%]

Click here for Stock Holding Change Map in Alpine Dynamic Balance Fund (ADBYX)

  

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See more information on Alpine Dynamic Balance Fund (ADBYX)

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