ALEFX Mutual Fund
ALEFX Mutual Fund
NAV$15.62
AUM$144M
TER1.30%
Holdings27
See how much of ALEFX you already own
ALEFX Mutual Fund
NAV$15.62
ALPS/Alerian Energy Infrastructure Portfolio
AUM$144M
TER1.30%
Holdings27
See how much of ALEFX you already own
ALEFX Mutual Fund Sector Allocation
ALEFX sector allocation breaks down across Energy (75.5%), Real Estate (3.3%), Utilities (1.3%), Industrials (0.9%). Across 27 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
ALEFX sector exposure is important for understanding concentration risk. With Energy at 75.5%, the fund has significant sector concentration.
ALEFX by country shows geographic exposure. ALEFX overlap reveals how sector exposure compares with other funds.