ADVDX Rating, Research - Alpine Dynamic Dividend

Alpine Dynamic Dividend (advdx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands


Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 79

Threats + Weaknesses = 58

When strengths & opportunities substantially exceed threats & weaknesses an investment in the advdx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Alpine Dynamic Dividend (ADVDX) Description: ADVDX is a mutual fund, which is an investment that owns a basket of assets. The ADVDX mutual fund was provided by Allianz and this investment vehicle derives the majority of its value from equity holdings (stocks). Allianzs mutual fund has a medium management tenure and is in the large fund size classification. ADVDXs minimum initial investment amount is $1000 while the IRA minimum is $0. ADVDXs expense ratio is roughly 1%. The latest ADVDXs front end load was 0% and the back end load was 0%. The Alpine Dynamic Dividend (ADVDX) mutual fund falls under the large-cap mixed category. ADVDX focuses its investments in USA and ADVDX is not affiliated with a particular industry or fund sector. The Alpine Dynamic Dividend (ADVDX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ADVDXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ADVDXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation; income is a secondary consideration. The fund seeks to achieve its objectives by investing primarily in a diversified portfolio of common stocks (see stock research) that the funds investment adviser, believes are significantly undervalued. It invests in companies without regard to whether they are conventionally categorized as small, medium, or large capitalization or whether they are characterized as growth (growth is a component of the funds definition of value), value , cyclical, or any other category.

Management Analysis Update

Alpine Dynamic Dividend has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update