Alpine Ultra Short Municipal Income Fund Institutional Class (ATOIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Muni national short
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective 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. Under normal circumstances- 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 be two years or less. The obligations in which the fund invests must- at the time of investment- be rated investment grade- as determined by the various rating agencies- or if unrated- of comparable quality as determined by the Adviser.


1 month+0.10% 3 years+0.76%
3 months+0.31% 5 years+0.65%
1 year+1.02% Since inception+2.02%
Data through --

Peer Comparisonvs. Muni national short

Performance 5-yr return+0.65%+0.80%
Expense ratio0.65%0.66%
Risk 5 year sharpe ratio1.980.23
Net assets$1.0B$1.9B
Average market cap--$4.2B
Average P/E--21.4
Portfolio turnover214%214%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyAlpine
Fund manager & tenureJonathan Mondillo / 3 Years
Minimal initial investment$250,000.00
Minimum IRA investment--


Fixed income93.87%
U.S. stock0.00%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 6.16%
-- 4.33%
-- 2.94%
-- 2.49%
-- 2.45%
-- 2.35%
-- 2.33%
-- 2.18%
-- 1.96%
-- 1.85%