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Fund Intelligence | Best Managers | ATOIX Insights | ATOIX Score | ATOIX Performance | ATOIX Manager | ATOIX News | ATOIX Allocation | ATOIX Holdings Change

Mutual Fund Insights: Alpine Ultra Short Tax Optimized Inc Fund (ATOIX)

In-depth Analysis of Alpine Ultra Short Tax Optimized Inc Fund (ATOIX)

Mutual fund chart: Alpine Ultra Short Tax Optimized Inc Fund (ATOIX)

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See Alpine Ultra Short Tax Optimized Inc Fund (ATOIX) performance details as of January 31, 2010

  

    Last Trade: $10.06 on 3/18/2010, Change: 0.00 (0%)

  

Fund Manager - Steven C. Shachat

Fund Manager Tenure: 6.0 years   [Similar Funds: ATOAX ]
Fundmojo Fund Grade: B (Score: 0.64)     (What does this score mean?)
Shachat joined Alpine Mutual Funds in 2002 following 13 years with Lieber & Company and Evergreen Mutual Funds. At Evergreen, Shachat managed over $6.5 billion in total assets, with responsibility for seven municipal money market funds. He also managed two short-intermediate municipal bond funds and the fixed-income portfolio of the Evergreen Foundation Fund. Prior to his tenure with Evergreen, Shachat worked as a Portfolio Manager for Mitchell Hutchins Asset Management.  Get more insights on Steven C. Shachat

  

What we like about Alpine Ultra Short Tax Optimized Inc Fund (ATOIX) What we like about Alpine Ultra Short Tax Optimized Inc Fund (ATOIX)

Data for Alpine Ultra Short Tax Optimized Inc Fund (ATOIX) as of January 31, 2010

  • Alpine Ultra Short Tax Optimized Inc Fund (ATOIX) management has been with Alpine Ultra Short Tax Optimized Inc Fund for 6.0 years
  • Alpine Ultra Short Tax Optimized Inc Fund (ATOIX) has good mid-term performance (3-year return 3.57% vs 3.49% Muni National Short category average)
  • Alpine Ultra Short Tax Optimized Inc Fund (ATOIX) has good Long-term performance (5-year return 3.43% vs 2.92% Muni National Short category average)
  • Alpine Ultra Short Tax Optimized Inc Fund (ATOIX) ratio of up-years vs down years is greater than 2
  • Alpine Ultra Short Tax Optimized Inc Fund (ATOIX) has a Morningstar rating of 4 and above
  • Alpine Ultra Short Tax Optimized Inc Fund (ATOIX) has an annual stock turnover rate of 16.00% vs Muni National Short average of 47.27%. It is good that Alpine Ultra Short Tax Optimized Inc management does not trade extensively for its return.
  • Alpine Ultra Short Tax Optimized Inc Fund (ATOIX) is less volatile than its peers as it has a 3-year Standard Deviation of 0.45, lower than category average of 2.59
  • Alpine Ultra Short Tax Optimized Inc Fund (ATOIX) has a lower management fee than its Muni National Short average: 0.70% vs 0.83%
  • Alpine Ultra Short Tax Optimized Inc Fund (ATOIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Alpine Ultra Short Tax Optimized Inc Fund (ATOIX) What we are cautious about Alpine Ultra Short Tax Optimized Inc Fund (ATOIX)

Data for Alpine Ultra Short Tax Optimized Inc Fund (ATOIX) as of January 31, 2010

  • Alpine Ultra Short Tax Optimized Inc Fund (ATOIX) has a less-than-ideal short-term performance (1-year return 2.99% vs 4.08% Muni National Short category average)
  • Alpine Ultra Short Tax Optimized Inc Fund (ATOIX) is less safe compared to its Muni National Short peers
See Alpine Ultra Short Tax Optimized Inc Fund (ATOIX) performance details as of January 31, 2010

  

  

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Alpine Ultra Short Tax Optimized Inc Fund (ATOIX) Net Asset

Track net asset change of Alpine Ultra Short Tax Optimized Inc fund (ATOIX)

DateNet Asset
01/2010$1.42B
11/2009$1.46B
10/2009$1.45B
More historic net asset information on Alpine Ultra Short Tax Optimized Inc Fund (ATOIX)

  

Alpine Ultra Short Tax Optimized Inc Fund (ATOIX) Portfolio Allocation

Track portfolio allocation change of Alpine Ultra Short Tax Optimized Inc fund (ATOIX)

DateCashStockBondOther
09/200913.95%0%86.05%0%
06/200911.76%0%88.24%0%
03/200912.03%0%87.97%0%
Click here to see more historic asset allocation information on Alpine Ultra Short Tax Optimized Inc Fund (ATOIX)

  

Most Recent Top 10 Holdings in Alpine Ultra Short Tax Optimized Inc Fund (ATOIX)

Discover what Alpine Ultra Short Tax Optimized Inc Fund (ATOIX) manager is buying

30-Sep-09
MICHIGAN ST HSG DEV AUTH RENTA REV BDS [3.33%]
Pennsylvania St Higher Ed Assi Rev 2.7% [3.09%]
Bay Med Ctr Fla Hosp Rev Hosp 3.45% [2.8%]
Michigan St Hsg Dev Auth [2.67%]
New Jersey Econ Dev Auth [2.34%]
Montgomery Cnty Tenn Pub Bldg Rev Bonds [2.11%]
Sevier Cnty Tenn Pub Bldg Auth [2.08%]
BlackRock Liquidity MuniCash Instl [1.91%]
Crestwood Ill Tax Increment Re Var Rate [1.78%]
CALIFORNIA ST ECONOMIC RECOVER REV BDS [1.77%]

30-Jun-09
Sevier Cnty Tenn Pub Bldg Auth [3.86%]
INDIANAPOLIS IND LOC PUB IMPT VAR REF B [3%]
Texas St Var Go Bd [2.94%]
Louisiana Pub Facs Auth [2.9%]
Crestwood Ill Tax Increment Re Var Rate [2.87%]
Wisconsin St Health & Edl Facs Var Rt Re [2.52%]
Rockford Ill Rev Var Rev B [2.24%]
PUERTO RICO SALES TAX FING COR REV BDS [2.17%]
Plaquemines La Port Hbr & Term Adj 6.15% [2.16%]
Los Angeles Cnty Calif Met Tra Pro 1.95% [2.15%]

31-Mar-09
Royal Oak Mich Hosp Fin Auth [4.27%]
Plaquemines La Port Hbr & Term Adj 6.15% [3.45%]
Chicago Ill Brd Ed Sch Bds [3.12%]
Utah Tran Auth [2.92%]
District Columbia Go Bds [2.9%]
New York N Y G.O. Bds [2.89%]
Philadelphia Pa Wtr & Wastewtr Var Ref R [2.74%]
Ladysmith Wis Solid Waste Disp Rev Bds [2.74%]
Detroit Mich Sew Disp Rev Var Rev B [2.57%]
California St Ctfs [2.57%]
Click here for Stock Holding Change Map in Alpine Ultra Short Tax Optimized Inc Fund (ATOIX)

  

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