LPERX Mutual Fund (ALPS Global Opportunity Fund Class R) is managed by Alps Funds with $3.2M in net assets. LPERX expense ratio is 2.12%, holding 51 positions across sectors including Financials, Unknown, Industrials. Inception date: 2007-12-31.

LPERX performance shows a YTD return of -6.65%. The 1-year return is -10.46% and the 5-year return is 1.46%. LPERX dividend yield stands at 26.77%, paid annually.

LPERX 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 LPERX holdings, sector breakdown, or dividend history.

LPERX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LPERX alternatives are available via the screener, along with tax-loss harvesting opportunities.