LPEFX Mutual Fund

LPEFX Mutual Fund (ALPS Global Opportunity Fund Investor Class) is managed by Alps Funds with $8.2M in net assets. LPEFX expense ratio is 2.02%, holding 50 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2007-12-31.

LPEFX performance shows a YTD return of -5.07%. The 1-year return is -6.38% and the 5-year return is 1.78%. LPEFX dividend yield stands at 16.11%, paid annually.

LPEFX top holdings include 3i Group Plc (5.0%), Partners Group Holding AG Namen Akt (4.7%), Kkr & Co., Inc., Series A, Pfd. (4.3%), Ares Management Corp Preferred Stock 7 (4.2%), Hgcapital Trust Plc (4.0%). Go to all LPEFX holdings, LPEFX sectors, or LPEFX dividends.

LPEFX can be compared against other funds. Use LPEFX overlap to find shared positions, or LPEFX vs another fund for a side-by-side view. LPEFX alternatives are available via the screener, along with tax-loss harvesting opportunities.