LPEIX Mutual Fund

LPEIX Mutual Fund (ALPS Global Opportunity Fund Class I) is managed by Alps Funds with $24.1M in net assets. LPEIX expense ratio is 1.62%, holding 50 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2007-12-31.

LPEIX performance shows a YTD return of -9.93%. The 1-year return is -10.44% and the 5-year return is 2.45%. LPEIX dividend yield stands at 6.04%.

LPEIX top holdings include 3i Group Plc (4.8%), Kkr & Co. Inc. Class a (4.5%), Ares Management Corp A (4.0%), Brederode Sa (4.0%), Athene (Ath) / Apollo Global Management (Apo) (3.9%). Go to all LPEIX holdings, LPEIX sectors, or LPEIX dividends.

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