Fees & Purchase Info for Alpine Dynamic Dividend (ADVDX)

Fund Inception Date: Sep 22, 2003

  • Fees & Expenses

    Maximum Sales Fees
    Initial —
    Deferred —
    Redemption 1.00%
    Total Cost Projections per $10,000
    1 year $121.00
    3 year $378.00
    5 year $654.00
    Taken from prospectus dated 02/27/2009
    Maximum Fees
    Administrative —
    Management 1.00%
    Actual Fees
    12b-1 —
    Management 1.00%
    Expense Ratio 1.16%
    (Taken from annual report dated 10/31/2008)

  • Purchase Information

    Minimum Investments
    Initial $1,000.00
    Additional $0.00
    Initial IRA —
    Additional IRA —
    Initial AIP $1,000.00
    Additional AIP $50.00
    Correspondence Information
    Alpine
    Alpine Woods Capital Investors, LLC
    2500 Westchester Avenue, Suite 215
    Phone: 888-785-5578
                  —
     Web: www.alpinefunds.com

  • Fund Management

    Managers

    Jill Evans
    Start Date: 09/22/2003
    Evans is a portfolio manager with Alpine Woods Capital Investors, LLC. Prior to joining Alpine Woods in May 2003, she was the senior equity research analyst covering small and mid-cap basic industries at J.P. Morgan Securities. Evans was also the global coordinator of J.P. Morgan's passenger and freight transportation sectors. She joined J.P. Morgan in 1988 as an analyst. And Evans spent her last year in Management Services working with McKinsey & Co.
    Kevin Shacknofsky
    Start Date: 10/31/2003
    Shacknofsky is a portfolio manager with Alpine Woods Capital Investors, LLC. Until he joined Alpine mutual funds in October 2003, Shacknofsky was a vice president in the venture capital firm Rein Capital in New Jersey for two years. Prior to that, he was an investment banking associate at Lehman Brothers in New York and at Hambros Grantham, the Private Equity division of Hambros PLC, of Sydney, Australia. Shacknofsky holds the Chartered Accountant designation.
    Joshua Duitz
    Start Date: 02/27/2009
    Mr. Duitz joined the Adviser in February 2007, after eight years at Bear Stearns, where Mr. Duitz was a Managing Director Principal who specialized in trading international equities. He is a Certified Public Accountant, who spent four years with Arthur Andersen, LLP in the Financial Markets Audit Division.
    Andrew Kohl
    Start Date: 02/27/2009
    Mr. Andrew Kohl joined Alpine in September, 2005 after working for two years at Wachovia Securities as an Equity Research Associate Analyst covering infrastructure software and data storage companies. Prior to that position he spent three years at Putnam Investments as a Senior Investment Associate on the Global Asset Allocation team. He holds the Chartered Financial Analyst designation.

    Advisors

    Alpine Woods Capital Investors, LLC

    Subadvisors