LPEFX Mutual Fund

LPEFX Mutual Fund (ALPS Global Opportunity Fund Investor Class) is managed by Alps Funds with $7.3M in net assets. LPEFX expense ratio is 2.02%, holding 50 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2007-12-31.

LPEFX performance shows a YTD return of -10.31%. The 1-year return is -10.76% and the 5-year return is 2.18%. LPEFX dividend yield stands at 6.33%.

LPEFX top holdings include 3i Group Plc (4.8%), Kkr & Co. Inc. Class a (4.5%), Ares Management Corp A (4.0%), Brederode Sa (4.0%), Athene (Ath) / Apollo Global Management (Apo) (3.9%). Go to all LPEFX holdings, LPEFX sectors, or LPEFX dividends.

LPEFX can be compared against other funds. Use LPEFX overlap to find shared positions, or LPEFX vs another fund for a side-by-side view. LPEFX alternatives are available via the screener, along with tax-loss harvesting opportunities.