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Alpine Municipal Money Market Fund Investor Class – AMUXX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
1.000.00 (0.00%)1.00 - 1.000.0

Market data as of 6:06PM 03/27/15. Quotes are delayed by at least 15 min.

Overview - AMUXX

The investment seeks high federally tax-exempt current income consistent with preservation of capital and maintenance of liquidity. The fund invests in a variety of high-quality, short-term municipal securities. It invests at least 80% of its net assets in municipal obligations the income from which is exempt from federal income tax other than the federal alternative minimum tax ("AMT"). These obligations include high quality, short-term debt obligations issued by states, territories and possessions of the United States and the District of Columbia and their political subdivisions, agencies and instrumentalities.

Growth of $10,000 (10 Years)

Total Return1.29%
Yield (Trailing 12 Mo.)0.02%
Expense Ratio0.58%
Front LoadNone
Deferred LoadNone
Minimum Investment$2,500
Management Tenure12 Years
Fund Inception12/05/2002

Trailing Total Returns - AMUXX

as of 02/28/2015
TimeframeAMUXXS&P 500Money Market-Tax-Free
1 Month0.00%5.75%0.00%
3 Month0.00%2.31%0.01%
1 Year0.02%15.51%0.01%
3 Year0.05%18.00%0.02%
5 Year0.10%16.18%0.02%
10 Year1.31%7.99%1.00%
Since Inception1.29%10.71%--

Sector Allocation - AMUXX

as of 02/28/2015
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - AMUXX

as of 02/28/2015
By PercentShort0%LongNet
Foreign Stock--
Foreign Bond--
Total Net Assets$122.91M
Total Stock Holdings0
Total Bond Holdings58

Top Ten Holdings - AMUXX

as of 02/28/2015
CompanyYTD Return% of Assets
Davidson Cnty N C Indl Facs & Rev Bds--5.63%
Port Corpus Christi Auth--4.92%
Hendersonville Tenn Indl Dev B Var Rev B--4.76%
Posey Cnty Ind Econ Dev Re Ref Rev 0.3%--4.76%
Plaquemines La Port Hbr & Term Adj 6.15%--3.97%
Hillsborough Cmnty College Fnd Var Rev B--3.17%
Washington Cnty Pa Hosp Auth 2.1%--3.09%
Middletown Ohio City Sch Dist 2.5%--2.79%
Port Port Arthur Tex Nav Dist--2.78%
Manatee Cnty Fla Indl Dev Rev Rev Bds--2.65%

Valuation & Growth - AMUXX

as of 02/28/2015
ValuationAMUXXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - AMUXX, 3 Year

Ratingvs Category
Key:  Lo 

Tax Analysis - AMUXX, 3 Year Avg

Pretax Return0.05%
Tax-adjusted Return0.03%
Tax Cost Ratio0.02%
Potential Cap Gains0.00%

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