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Alpine Ultra Short Tax Optimized Inc Adv (ATOAX)

On Nov 24: 10.11 USD   0.00 (0.00%)  
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ALPINE TAX OPTIMIZED INCOME FD Delayed quote dataEdit
Net Asset Value: 10.11
Trade Time: Nov 24
Change: 0.00 (0.00%)
Prev Close: 10.11
YTD Return*: 3.88%
Net Assets*: 890.00K
Yield*: 3.71%
* As of 31-Dec-07
Alpine Ultra Short Tax Optimized Inc Adv (ATOAX)
3m  6m  1y  2y  5y  max 
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HEADLINES
Alpines Muni Money Market & Ultra Low Duration Portfolio Manager to Host Webinar on Monday, October 26th at 3 PM Eastern
Business Wire (Thu, Oct 22)
More Headlines for ATOAX...

31-Dec-07
FUND BASICS
Morningstar Overall Rating: 5 stars
Total Assets: 890.00K
Category: Muni National Short
Total Expense Ratio: 0.85%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 3.88%
5y Avg Return: N/A
Rank in Category (ytd): 135
% Rank in Category (ytd): 100%
Beta (3y): 0.11
Morningstar Risk Rating: Below average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks high after-tax current income consistent with preservation of capital. The fund invests its 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 50% of assets in tax-exempt obligations.
Fund Profile


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