ALPS Global Opportunity Fund Class Investor LPEFX

Morningstar Medalist Rating
  • NAV / 1-Day Return$5.34  /  −0.56%
  • Fund Size$39.0M
  • Adjusted Expense Ratio2.020%
  • Net Expense Ratio1.510%
  • Fee Level: DistributionHigh
  • Share Class TypeNo Load
  • Morningstar CategoryGlobal Small/Mid Stock
  • Equity Style Box (Funds)Mid Blend
  • Minimum Initial Investment$2,500
  • Investment StatusOpen
  • TTM Yield5.55%
  • Turnover Ratio31%

Morningstar’s Analysis LPEFX

Will LPEFX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ALPS Global Opportunity Inv holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LPEFX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings37.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

5.472M
Cash and Equivalents

KKR & Co Inc Ordinary Shares

4.262M
Financial Services

3i Group Ord

4.212M
Financial Services

Brederode SA

4.132M
Financial Services

Berkshire Hathaway Inc Class B

3.922M
Financial Services

Apollo Global Management Inc

3.822M
Financial Services

HgCapital Trust Ord

3.782M
—

Blackstone Inc

3.652M
Financial Services

Ares Management Corp Ordinary Shares - Class A

3.622M
Financial Services

Partners Group Holding AG

3.331M
Financial Services

Sponsor Center