LPERX Mutual Fund

LPERX Mutual Fund (ALPS Global Opportunity Fund Class R) is managed by Alps Funds with $3.1M in net assets. LPERX expense ratio is 2.12%, holding 50 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2007-12-31.

LPERX performance shows a YTD return of -10.53%. The 1-year return is -10.97% and the 5-year return is 1.93%. LPERX dividend yield stands at 10.07%.

LPERX 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 LPERX holdings, LPERX sectors, or LPERX dividends.

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