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Alpine Ultra Short Municipal Inc Instl (ATOIX) Fund Ranking and Research

Ranking, Research and Recommendation of Alpine Ultra Short Municipal Inc Instl (ATOIX) Fund

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

 

Graph of Alpine Ultra Short Municipal Inc Instl Fund (ATOIX) ManagerFund Manager - Mark Taylor

Fund Manager Information

Fund Manager Tenure: 3.8 years
Similar Funds: ATOAX 
Fund Family: Alpine
Fund Category: Muni National Short
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)

 

Graph of Alpine Ultra Short Municipal Inc Instl Fund (ATOIX) ProfileAlpine Ultra Short Municipal Inc Instl Fund (ATOIX) Profile

Fund Profile and Description

Alpine Ultra Short Municipal Inc Instl Fund seeks high after-tax current income consistent with preservation of capital. Alpine Ultra Short Municipal Inc Instl Fund invests assets in a combination of municipal obligations that pay interest that is free from federal income tax (other than AMT) and taxable debt obligations. It normally invests at least 80% of assets in tax-exempt obligations. Under normal circumstances, the fund expects its average portfolio maturity to be two years or less.

 

Alpine Ultra Short Municipal Inc Instl (ATOIX) Fund Strength What we like about Alpine Ultra Short Municipal Inc Instl (ATOIX) Fund

Data for Alpine Ultra Short Municipal Inc Instl Fund (ATOIX) as of May 30, 2016

  • Alpine Ultra Short Municipal Inc Instl Fund (ATOIX) management has been with Alpine Ultra Short Municipal Inc Instl Fund for 3.8 years
  • Alpine Ultra Short Municipal Inc Instl Fund (ATOIX) ratio of up-years vs down years is greater than 2
  • Asset base in Alpine Ultra Short Municipal Inc Instl Fund (ATOIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Alpine Ultra Short Municipal Inc Instl Fund (ATOIX) is less volatile than its peers as it has a 3-year Standard Deviation of 0.12, lower than category average of 1.26
  • Alpine Ultra Short Municipal Inc Instl Fund (ATOIX) has a lower expense ratio than its Muni National Short average: 0.50% vs 0.71%
  • Alpine Ultra Short Municipal Inc Instl Fund (ATOIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Alpine Ultra Short Municipal Inc Instl Fund (ATOIX) Weakness What we are cautious about Alpine Ultra Short Municipal Inc Instl (ATOIX) Fund

Data for Alpine Ultra Short Municipal Inc Instl Fund (ATOIX) as of May 30, 2016

  • Alpine Ultra Short Municipal Inc Instl Fund (ATOIX) has a less-than-ideal short-term performance (1-year return 0.58% vs 1.39% Muni National Short category median performance)
  • Alpine Ultra Short Municipal Inc Instl Fund (ATOIX) has a less-than-ideal mid-term performance (3-year return 0.53% vs 0.80% Muni National Short category median performance)
  • Alpine Ultra Short Municipal Inc Instl Fund (ATOIX) has a less-than-ideal Long-term performance (5-year return 0.73% vs 1.38% Muni National Short category median performance)
  • Alpine Ultra Short Municipal Inc Instl Fund (ATOIX) has a Morningstar rating of 3 and below
  • Alpine Ultra Short Municipal Inc Instl Fund (ATOIX) has an annual stock turnover rate of 155.00% that is higher than the Muni National Short average of 25.33%. This could mean Alpine Ultra Short Municipal Inc Instl is more nimble, but also signal potential high tax impact and high trading fees
See Alpine Ultra Short Municipal Inc Instl Fund (ATOIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Alpine Ultra Short Municipal Inc Instl Fund (ATOIX)Compare with other top Muni National Short category mutual funds

Aadditional top Muni National Short mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Alpine Ultra Short Municipal Inc Instl0.250.580.530.73
Wells Fargo Advantage Strat Muni Bd Adm (VMPYX)1.413.242.513.08Compare

See top fund managers for Muni National Short Category Funds

 

Compare Alpine Ultra Short Municipal Inc Instl Fund (ATOIX)Compare with Muni National Short category ETFs

Some Muni National Short ETFs for your consideration

ETFYear to DateOne YearThree Year
Market Vectors Short Municipal ETF (SMB)1.00%2.60%1.17%
Market Vectors Pre-Refunded Muni ETF (PRB)0.80%2.12%0.37%
PIMCO Short Term Municipal Bond Actv ETF (SMMU)0.82%1.71%0.80%
iShares ST National AMTFree Muni Bnd (SUB)000
SPDR Nuveen Barclays ST Muni Bd ETF (SHM)000

 

Graph of Alpine Ultra Short Municipal Inc Instl Fund (ATOIX) Net Asset TrackingAlpine Ultra Short Municipal Inc Instl (ATOIX) Fund Net Asset

Track net asset change of Alpine Ultra Short Municipal Inc Instl fund (ATOIX)

DateNet Asset
05/2016$1.04B
03/2016$1.01B
02/2016$979.53M
More historic net asset information on Alpine Ultra Short Municipal Inc Instl Fund (ATOIX)

  

Graph of Alpine Ultra Short Municipal Inc Instl Fund (ATOIX) Portfolio TrackingAlpine Ultra Short Municipal Inc Instl (ATOIX) Fund Portfolio Allocation

Track portfolio allocation change of Alpine Ultra Short Municipal Inc Instl fund (ATOIX)

DateCashStockBondOther
01/201624.58%0%75.42%0%
10/201524.26%0%75.74%0%
07/201525.27%0%74.73%0%
Click here to see more historic asset allocation information on Alpine Ultra Short Municipal Inc Instl Fund (ATOIX)

 

graph of Alpine Ultra Short Municipal Inc Instl Fund (ATOIX) Top 10 Position TrackingTop 10 Holdings in Alpine Ultra Short Municipal Inc Instl (ATOIX) Fund

Discover what Alpine Ultra Short Municipal Inc Instl Fund (ATOIX) manager is buying

Jan 30, 2016
Mississippi Busn Fin Corp Var Rev 2.55% [6.51%]
Phoenix Ariz Indl Dev Auth 0.58% [5.94%]
Reset Opt Ctfs Tr Ii-R Var Sts Ctfs [5.67%]
New Jersey Econ Dev Auth 0.45% [3.48%]
Chicago Ill Brd Ed Ctfs [3.21%]
Florida Dev Fin Corp Healthcar Var Rev B [2.74%]
Lewisburg Tenn Indl Dev Brd So Var 0.42% [2.59%]
West Virginia Econ Dev Aut Var Rate 0.4% [2.3%]
New York St Environmental Facs Ref 0.6% [2.12%]
Plaquemines La Port Hbr & Term Adj 0.47% [1.92%]

Oct 30, 2015
Mississippi Busn Fin Corp Var Rev 2.55% [6.62%]
Phoenix Ariz Indl Dev Auth 0.6% [6.03%]
Reset Opt Ctfs Tr Ii-R Var Sts Ctfs [5.76%]
New Jersey Econ Dev Auth 0.55% [3.53%]
Chicago Ill Brd Ed Ctfs [3.26%]
Florida Dev Fin Corp Healthcar Var Rev B [2.78%]
Lewisburg Tenn Indl Dev Brd So Var 0.42% [2.14%]
New York St Environmental Facs Ref 0.42% [2.14%]
Port Port Arthur Tex Nav Dist 0.2% [2.11%]
Plaquemines La Port Hbr & Term Adj 0.47% [1.95%]

Jul 30, 2015
Mississippi Busn Fin Corp Var Rev 2.56% [6.52%]
Phoenix Ariz Indl Dev Auth 0.6% [5.75%]
Reset Opt Ctfs Tr Ii-R Var Sts Ctfs [5.69%]
New Jersey Econ Dev Auth 0.65% [3.48%]
Chicago Ill Brd Ed Ctfs [3.21%]
Florida Dev Fin Corp Healthcar Var Rev B [2.74%]
Plaquemines La Port Hbr & Term Adj 0.47% [1.92%]
Campbell Cnty Va Indl Dev Auth 0.25% [1.87%]
Las Vegas Valley Nev Wtr Dist 0.25% [1.76%]
Port Port Arthur Tex Nav Dist 0.3% [1.76%]
Click here for Stock Holding Change Map in Alpine Ultra Short Municipal Inc Instl Fund (ATOIX)

  

Latest News on Alpine Ultra Short Municipal Inc Instl (ATOIX) Fund

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Alpine Ultra Short Municipal Inc Instl Fund (ATOIX) Related ResourcesSee more information on Alpine Ultra Short Municipal Inc Instl (ATOIX) Fund

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