LPERX Mutual Fund

LPERX Mutual Fund (ALPS Global Opportunity Fund Class R) is managed by Alps Funds with $3.5M in net assets. LPERX expense ratio is 2.12%, holding 51 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2007-12-31.

LPERX performance shows a YTD return of -5.26%. The 1-year return is -6.76% and the 5-year return is 1.56%. LPERX dividend yield stands at 25.60%, paid annually.

LPERX 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 A (4.2%), Hgcapital Trust Plc (4.0%). 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.