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Alpine Dynamic Dividend Institutional (ADVDX) Fund Ranking and Research

Ranking, Research and Recommendation of Alpine Dynamic Dividend Institutional (ADVDX) Fund

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

 

Graph of Alpine Dynamic Dividend Institutional Fund (ADVDX) ManagerFund Manager - Brian Hennessey

Fund Manager Information

Fund Manager Tenure: 6.9 years
Fund Family: Alpine
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)

 

Graph of Alpine Dynamic Dividend Institutional Fund (ADVDX) ProfileAlpine Dynamic Dividend Institutional Fund (ADVDX) Profile

Fund Profile and Description

Alpine Dynamic Dividend Institutional Fund seeks high current dividend income while also focusing on total return for long-term growth of capital. Alpine Dynamic Dividend Institutional Fund normally invests at least 80% of assets in the equity securities of certain domestic and foreign corporations that pay qualified dividend income. It focuses on those securities that pay qualified dividend income, which is defined in the Code as dividends received during the taxable year from domestic and qualified foreign corporations.

 

Alpine Dynamic Dividend Institutional (ADVDX) Fund Strength What we like about Alpine Dynamic Dividend Institutional (ADVDX) Fund

Data for Alpine Dynamic Dividend Institutional Fund (ADVDX) as of May 30, 2016

  • Alpine Dynamic Dividend Institutional Fund (ADVDX) management has been with Alpine Dynamic Dividend Institutional Fund for 6.9 years
  • Alpine Dynamic Dividend Institutional Fund (ADVDX) has good mid-term performance (3-year return 5.80% vs 5.54% World Stock category median performance)
  • Alpine Dynamic Dividend Institutional Fund (ADVDX) ratio of up-years vs down years is greater than 2
  • Asset base in Alpine Dynamic Dividend Institutional Fund (ADVDX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Alpine Dynamic Dividend Institutional Fund (ADVDX) has a lower expense ratio than its World Stock average: 1.24% vs 1.28%
  • Alpine Dynamic Dividend Institutional Fund (ADVDX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Alpine Dynamic Dividend Institutional Fund (ADVDX) Weakness What we are cautious about Alpine Dynamic Dividend Institutional (ADVDX) Fund

Data for Alpine Dynamic Dividend Institutional Fund (ADVDX) as of May 30, 2016

  • Alpine Dynamic Dividend Institutional Fund (ADVDX) has a less-than-ideal short-term performance (1-year return -7.76% vs -5.49% World Stock category median performance)
  • Alpine Dynamic Dividend Institutional Fund (ADVDX) has a less-than-ideal Long-term performance (5-year return 2.06% vs 5.54% World Stock category median performance)
  • Alpine Dynamic Dividend Institutional Fund (ADVDX) has a Morningstar rating of 3 and below
  • Alpine Dynamic Dividend Institutional Fund (ADVDX) has an annual stock turnover rate of 111.00% that is higher than the World Stock average of 47.65%. This could mean Alpine Dynamic Dividend Institutional is more nimble, but also signal potential high tax impact and high trading fees
  • Alpine Dynamic Dividend Institutional Fund (ADVDX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.52 that is higher than category average of 12.23
See Alpine Dynamic Dividend Institutional Fund (ADVDX) performance details as of May 30, 2016

 

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Compare Alpine Dynamic Dividend Institutional Fund (ADVDX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Alpine Dynamic Dividend Institutional0.95-7.765.802.06
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare

See top fund managers for World Stock Category Funds

 

Compare Alpine Dynamic Dividend Institutional Fund (ADVDX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of Alpine Dynamic Dividend Institutional Fund (ADVDX) Net Asset TrackingAlpine Dynamic Dividend Institutional (ADVDX) Fund Net Asset

Track net asset change of Alpine Dynamic Dividend Institutional fund (ADVDX)

DateNet Asset
05/2016$165.06M
03/2016$164.66M
02/2016$156.16M
More historic net asset information on Alpine Dynamic Dividend Institutional Fund (ADVDX)

  

Graph of Alpine Dynamic Dividend Institutional Fund (ADVDX) Portfolio TrackingAlpine Dynamic Dividend Institutional (ADVDX) Fund Portfolio Allocation

Track portfolio allocation change of Alpine Dynamic Dividend Institutional fund (ADVDX)

DateCashStockBondOther
01/20160.02%97.9%0%2.08%
10/20153.61%96.39%0%0%
07/20150.04%96.23%0%3.73%
Click here to see more historic asset allocation information on Alpine Dynamic Dividend Institutional Fund (ADVDX)

 

graph of Alpine Dynamic Dividend Institutional Fund (ADVDX) Top 10 Position TrackingTop 10 Holdings in Alpine Dynamic Dividend Institutional (ADVDX) Fund

Discover what Alpine Dynamic Dividend Institutional Fund (ADVDX) manager is buying

Jan 30, 2016
Dollar General Corporation Comm [1.68%]
Apple Inc. [1.62%]
CVS Health Corporation Common S [1.61%]
Anheuser-Busch Inbev SA Sponsor [1.52%]
EMC Corporation Common Stock [1.51%]
Four Corners Property Trust, In [1.45%]
Snap-On Incorporated Common Sto [1.37%]
Broadcom Limited [1.34%]
BT GROUP [1.33%]
Morgan Stanley B.V. Call Exp 22apr16 [1.33%]

Oct 30, 2015
Apple Inc. [1.77%]
Snap-On Incorporated Common Sto [1.6%]
EMC Corporation Common Stock [1.42%]
CVS Health Corporation Common S [1.35%]
Anheuser-Busch Inbev SA Sponsor [1.28%]
Dollar General Corporation Comm [1.26%]
Medtronic plc. Ordinary Shares [1.22%]
Accenture plc. Class A Ordinary [1.21%]
BT GROUP [1.21%]
VODAFONE GROUP [1.2%]

Jul 30, 2015
Apple Inc. [1.87%]
Novartis AG Common Stock [1.7%]
Snap-On Incorporated Common Sto [1.43%]
CVS Health Corporation Common S [1.38%]
Royal Mail PLC [1.3%]
VODAFONE GROUP [1.24%]
Medtronic plc. Ordinary Shares [1.23%]
Montpelier RE Holdings Ltd [1.2%]
NorthStar Realty Finance Corp. [1.2%]
Teva Pharmaceutical Industries [1.18%]
Click here for Stock Holding Change Map in Alpine Dynamic Dividend Institutional Fund (ADVDX)

  

Latest News on Alpine Dynamic Dividend Institutional (ADVDX) Fund

See what is happening with Alpine Dynamic Dividend Institutional Fund (ADVDX)

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Alpine Dynamic Dividend Institutional Fund (ADVDX) Related ResourcesSee more information on Alpine Dynamic Dividend Institutional (ADVDX) Fund

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