Alpine Dynamic Dividend Fund Quote
| ADVDX Fund | USD 4.39 0.03 0.69% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Alpine Dynamic is trading at 4.39 as of the 28th of November 2024; that is 0.69 percent up since the beginning of the trading day. The fund's open price was 4.36. Alpine Dynamic has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Alpine Dynamic Dividend are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of June 2024 and ending today, the 28th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in the equity securities of certain domestic and foreign corporations that pay dividend income that the advisor believes are undervalued relative to the market and to the securities historic valuations.. More on Alpine Dynamic Dividend
Moving together with Alpine Mutual Fund
Alpine Mutual Fund Highlights
| Fund Concentration | Aberdeen Funds, Large Value Funds, World Large-Stock Blend Funds, World Large-Stock Blend, Aberdeen (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Alpine Dynamic Dividend [ADVDX] is traded in USA and was established 28th of November 2024. Alpine Dynamic is listed under Aberdeen category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Aberdeen family. This fund presently has accumulated 102.96 M in assets under management (AUM) with no minimum investment requirementsAlpine Dynamic Dividend is currently producing year-to-date (YTD) return of 9.74% with the current yeild of 0.06%, while the total return for the last 3 years was 3.38%.
Check Alpine Dynamic Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Alpine Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Alpine Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Alpine Dynamic Dividend Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Alpine Dynamic Dividend Mutual Fund Constituents
| LEN | Lennar | Stock | Consumer Discretionary | |
| NOVN | Novan Inc | Stock | Health Care | |
| INTC | Intel | Stock | Information Technology | |
| TJX | The TJX Companies | Stock | Consumer Discretionary | |
| AMAT | Applied Materials | Stock | Information Technology | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| KMI | Kinder Morgan | Stock | Energy |
Alpine Dynamic Dividend Risk Profiles
| Mean Deviation | 0.4874 | |||
| Standard Deviation | 0.6229 | |||
| Variance | 0.388 | |||
| Risk Adjusted Performance | (0.01) |
Alpine Dynamic Against Markets
Other Information on Investing in Alpine Mutual Fund
Alpine Dynamic financial ratios help investors to determine whether Alpine Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Alpine with respect to the benefits of owning Alpine Dynamic security.
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