Alpine Fund Family Report
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  • Select a Fund Family

    • Performance
    01-31-10

    Total ReturnCategory Average
    Total Return23.31-0.78-54.8131.92-2.78
    Category Average29.51-4.50-37.7318.36-1.98
    Assets for Each Yr*3.054.381.513.273.16
    *billions

    Trailing Returns %
    01-31-10

      YTD 3 Year 5 Year    
    Fund Family -2.78 -17.74 -4.48

    Key Stats
    01-31-10

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,158 mil $1,000 7.50 92.50
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.5 25.75 1.32 Average
    International Stock -- 19.87 1.27 Below Avg
    Municipal Bond 4.0 52.57 0.73 Below Avg
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-08-10

      Sector YTD Return % % Net Assets  
    Avon Products* Consumer Goods -7.27 0.83
    Microsoft Corporation* Software -9.06 0.76
    Microchip Technology, Inc.* Hardware -9.54 0.73
    Monsanto Company* Industrial Materials -8.90 0.72
    Hess Corporation* Energy -5.74 0.69
    Intel Corporation* Hardware -4.38 0.66
    Annaly Capital Management, Inc.* Financial Services 3.05 0.65
    Colgate-Palmolive Company* Consumer Goods -3.19 0.64
    Molson Coors Brewing Company* Consumer Goods -8.53 0.61
    Regal Entertainment Group, Inc.* Media 2.84 0.60
    The Dow Chemical Company* Industrial Materials -5.25 0.57
    Schlumberger, Ltd.* Energy -4.56 0.53
    Morgan Stanley* Financial Services -9.97 0.52
    Foot Locker, Inc.* Consumer Services 5.83 0.50
    United Technologies* Industrial Materials -5.78 0.48
    Linear Technology* Hardware -13.51 0.45
    McDonald's Corporation* Consumer Services 0.77 0.44
    Peabody Energy Corporation* Energy -10.37 0.43
    Hewlett-Packard Company* Hardware -7.61 0.41
    AT&T, Inc.* Telecommunications -9.38 0.40

    Best 5-Year Relative Performance | More
    02-08-10

    Fund Name 5-Yr Rank Analyst Report  
    Alpine Ultra Short Tax Optim 31 --
    Alpine Realty Income & Growt 87 --
    Alpine Dynamic Dividend 96 09-12-08
    Alpine Dynamic Balance 97 --
    Alpine Cyclical Advantage Pr 99 --

    Worst 5-Year Relative Performance | More
    02-08-10

    Fund Name 5-Yr Rank Analyst Report  
    Alpine International Real Es 100 08-16-09
    Alpine Cyclical Advantage Pr 99 --
    Alpine Dynamic Balance 97 --
    Alpine Dynamic Dividend 96 09-12-08
    Alpine Realty Income & Growt 87 --

    Lowest Expenses | More
    02-08-10

    Fund Name Expense Ratio Analyst Report  
    Alpine Ultra Short Tax Optim 0.60 --
    Alpine Dynamic Dividend 1.18 09-12-08
    Alpine International Real Es 1.19 08-16-09
    Alpine Dynamic Balance 1.26 --
    Alpine Realty Income & Growt 1.27 --

    Highest Expenses | More
    02-08-10

    Fund Name Expense Ratio Analyst Report  
    Alpine Accelerating Dividend 1.35 --
    Alpine Dynamic Financial Ser 1.35 --
    Alpine Dynamic Innovators 1.35 --
    Alpine Dynamic Transformatio 1.35 --
    Alpine Emerging Markets Real 1.35 --

    Longest Manager Tenure | More
    02-08-10

    Fund Name   Manager Name Avg Manager Tenure  
    Alpine International Samuel A. Lieber 21.00
    Alpine Realty Income Robert W. Gadsden 10.40
    Alpine Dynamic Balan Samuel A. Lieber 8.70
    Alpine Cyclical Adva Samuel A. Lieber 8.40
    Alpine Ultra Short T Steven C. Shachat 5.90

    Shortest Manager Tenure | More
    02-08-10

    Fund Name   Manager Name Avg Manager Tenure  
    Alpine Emerging Mark Samuel A. Lieber 1.10
    Alpine Global Infras Samuel A. Lieber 1.10
    Alpine Accelerating Samuel A. Lieber 1.20
    Alpine Dynamic Trans Sarah Hunt 1.70
    Alpine Dynamic Innov Samuel A. Lieber 2.30