Alpine Ultra Short Tax Optimized Income Fund

Scorecard
1 / 5 Stars
Lipper
1 1 5 1 5
Zacks Investment Research
4 (Sell)
Standard & Poor's
1 / 5 Stars
TheStreet.com
C- (Hold)

#40 in Muni National Short

U.S. News evaluated 48 Muni National Short 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 0.22 percent over the past year, 0.73 percent over the past three years, 1.16 percent over the past five years, and 2.05 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.1%
1 Year 0.2%
3 Years (Annualized) 0.7%
5 Years (Annualized) 1.2%
10 Years (Annualized) 2.1%

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Summary

The investment seeks high after-tax current income consistent with preservation of capital. The fund invests its assets in a combination of tax-exempt obligations and taxable debt obligations. It invests at least 80% of its net assets in tax-exempt obligations. The fund's average portfolio maturity, at the time of investment, will range from 30 days to 3 years. The obligations must, at the time of purchase, be rated investment grade, as determined by the various rating agencies, or if unrated, of comparable quality as determined by the Adviser.

Fees

Fees are Above Average compared to funds in the same category.
Alpine Ultra Short Tax Optimized Income Fund has an expense ratio of 0.86 percent.

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Risk

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

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