Alpine Accelerating Dividend Fund

Class Inst (AADDX)
Scorecard
3 / 5 Stars
Lipper
3 4 5 1 1
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
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U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 24.21 percent over the past year, 14.02 percent over the past three years, and 17.23 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 7.3%
1 Year 24.2%
3 Years (Annualized) 14.0%
5 Years (Annualized) 17.2%
10 Years (Annualized) N/A

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Summary

The investment seeks income; long-term growth of capital is a secondary investment objective. The fund invests at least 80% of its net assets in the equity securities of certain domestic and foreign companies that pay dividends. It seeks to invest in issuers with a history of or potential for "accelerating dividends," dividends that increase over time and where the amount of such increases grows over time. The fund invests in the equity securities of U.S. and foreign issuers, including those in emerging markets.

Fees

Fees are Above Average compared to funds in the same category.
Alpine Accelerating Dividend Fund has an expense ratio of 1.35 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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