LPFAX Mutual Fund

LPFAX Mutual Fund (ALPS Global Opportunity Fund Class A) is managed by Alps Funds with $4.8M in net assets. LPFAX expense ratio is 2.02%, holding 50 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2018-06-12.

LPFAX performance shows a YTD return of -10.23%. The 1-year return is 1.41% and the 5-year return is 1.76%. LPFAX dividend yield stands at 12.75%.

LPFAX 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 LPFAX holdings, LPFAX sectors, or LPFAX dividends.

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