LPFAX Mutual Fund
LPFAX Mutual Fund
ALPS Global Opportunity Fund Class A

LPFAX Mutual Fund Overview
LPFAX Mutual Fund (ALPS Global Opportunity Fund Class A) is managed by Alps Funds with $5.2M in net assets. LPFAX expense ratio is 2.02%, holding 51 positions across sectors including Financials, Unknown, Industrials. Inception date: 2018-06-12.
LPFAX performance shows a YTD return of -9.35%. The 1-year return is -10.34% and the 5-year return is 1.62%. LPFAX dividend yield stands at 17.02%, paid annually.
LPFAX 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 LPFAX holdings, sector breakdown, or dividend history.
LPFAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LPFAX alternatives are available via the screener, along with tax-loss harvesting opportunities.