Alpine Dynamic Dividend Fund Quote
| ADVDX Fund | USD 4.83 0.04 0.84% |
PerformanceWeakest
| Odds Of DistressLow
|
Alpine Dynamic is trading at 4.83 as of the 5th of January 2026; that is 0.84 percent up since the beginning of the trading day. The fund's open price was 4.79. Alpine Dynamic has about a 21 % 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. The performance scores are derived for the period starting the 16th of January 2024 and ending today, the 5th of January 2026. 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
Alpine Mutual Fund Highlights
| Fund Concentration | Aberdeen Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, Aberdeen (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 28th of February 2025 |
| Fiscal Year End | October |
Alpine Dynamic Dividend [ADVDX] is traded in USA and was established 5th of January 2026. Alpine Dynamic is listed under Aberdeen category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Aberdeen family. This fund presently has accumulated 96.97 M in assets under management (AUM) with no minimum investment requirementsAlpine Dynamic Dividend is currently producing year-to-date (YTD) return of 9.75% with the current yeild of 0.05%, while the total return for the last 3 years was 10.37%.
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
| CSCO | Cisco Systems | Stock | Information Technology | |
| LEN | Lennar | Stock | Consumer Discretionary | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| FDX | FedEx | Stock | Industrials | |
| TGT | Target | Stock | Consumer Staples | |
| BAC | Bank of America | Stock | Financials | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| APTV | Aptiv PLC | Stock | Consumer Discretionary |
Alpine Dynamic Dividend Risk Profiles
| Mean Deviation | 0.5405 | |||
| Semi Deviation | 0.8493 | |||
| Standard Deviation | 0.7737 | |||
| Variance | 0.5987 |
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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