LPERX Mutual Fund

LPERX Mutual Fund (ALPS Global Opportunity Fund Class R) is managed by Alps Funds with $3.1M in net assets. LPERX expense ratio is 2.12%, holding 54 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2007-12-31.

LPERX performance shows a YTD return of -7.48%. The 1-year return is -4.78% and the 5-year return is 0.18%. LPERX dividend yield stands at 9.73%, paid annually.

LPERX top holdings include 3i Group Plc (4.8%), Kkr & Co. Inc. Class A (4.5%), Ares Management Corp Common Stock (4.0%), Brederode Sa (4.0%), Apollo Global Management Inc (3.9%). Go to all LPERX holdings, LPERX sectors, or LPERX dividends.

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