LPEIX Mutual Fund

LPEIX Mutual Fund (ALPS Global Opportunity Fund Class I) is managed by Alps Funds with $26.2M in net assets. LPEIX expense ratio is 1.62%, holding 51 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2007-12-31.

LPEIX performance shows a YTD return of -9.11%. The 1-year return is -10.13% and the 5-year return is 1.93%. LPEIX dividend yield stands at 16.01%, paid annually.

LPEIX top holdings include 3i Group Plc (5.0%), Partners Group Holding AG Namen Akt (4.7%), Kkr & Co. Inc. Class A (4.3%), Ares Management Corp Preferred Stock 7 (4.2%), Hgcapital Trust Plc (4.0%). 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.