LPEFX Mutual Fund Analysis & Holdings | MarketXLS

LPEFX Mutual Fund

NAV$5.73

AUM$8M

TER2.02%

Holdings51

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LPEFX Mutual Fund

NAV$5.73

ALPS Global Opportunity Fund Investor Class

AUM$8M

TER2.02%

Holdings51

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare LPEFX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LPEFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LPEFX Mutual Fund Overlap Analysis

LPEFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

LPEFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, LPEFX may share significant positions with broad-market funds.

LPEFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LPEFX tax-loss harvesting finds highly correlated but non-identical funds.