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Alpine Ultra Short Tax Optimized Inc (ATOIX)

On Feb 9: 10.05 USD   0.00 (0.00%)  
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ALPINE TAX OPTIMIZED INCOME FUN Delayed quote dataEdit
Net Asset Value: 10.05
Trade Time: Feb 9
Change: 0.00 (0.00%)
Prev Close: 10.05
YTD Return*: 4.15%
Net Assets*: 83.22M
Yield*: 3.97%
* As of 31-Dec-07
Alpine Ultra Short Tax Optimized Inc (ATOIX)
3m  6m  1y  2y  5y  max 
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HEADLINES
[video] Choose Munis Carefully In 2010
at TheStreet.com (Thu, Dec 31)
Municipal Funds: Low Risk, High Return
at TheStreet.com (Tue, Mar 17)
More Headlines for ATOIX...

31-Dec-07
FUND BASICS
Morningstar Overall Rating: 5 stars
Total Assets: 83.22M
Category: Muni National Short
Total Expense Ratio: 0.60%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 4.15%
5y Avg Return: 3.22%
Rank in Category (ytd): 128
% Rank in Category (ytd): 94.81%
Beta (3y): 0.08
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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