ALEFX Mutual Fund
ALEFX Mutual Fund
NAV$15.52
AUM$130M
TER1.30%
Holdings30
See how much of ALEFX you already own
ALEFX Mutual Fund
NAV$15.52
ALPS/Alerian Energy Infrastructure Portfolio
AUM$130M
TER1.30%
Holdings30
See how much of ALEFX you already own
ALEFX Mutual Fund Sector Allocation
ALEFX sector allocation breaks down across Energy (91.0%), Real Estate (3.3%), Utilities (1.4%), Industrials (0.9%), Financials (0.1%). Across 30 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
ALEFX sector exposure is important for understanding concentration risk. With Energy at 91.0%, the fund has significant sector concentration.
ALEFX by country shows geographic exposure. ALEFX overlap reveals how sector exposure compares with other funds.