LPEFX Mutual Fund
LPEFX Mutual Fund
ALPS Global Opportunity Fund Investor Class

LPEFX Mutual Fund Overview
LPEFX Mutual Fund (ALPS Global Opportunity Fund Investor Class) is managed by Alps Funds with $7.9M in net assets. LPEFX expense ratio is 2.02%, holding 51 positions across sectors including Financials, Unknown, Industrials. Inception date: 2007-12-31.
LPEFX performance shows a YTD return of -7.52%. The 1-year return is -10.25% and the 5-year return is 1.65%. LPEFX dividend yield stands at 16.86%, paid annually.
LPEFX top holdings include 3i Group Plc (5.0%), Partners Group Holding AG Namen Akt (4.7%), Kkr & Co. Inc. Class a (4.3%), Ares Management Corp A (4.2%), Hgcapital Trust Plc (4.0%). View all LPEFX holdings, sector breakdown, or dividend history.
LPEFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LPEFX alternatives are available via the screener, along with tax-loss harvesting opportunities.