Skip to Content

ALPS/Red Rocks Global Opportunity Inv LPEFX

Analyst rating as of
NAV / 1-Day Return
7.87  /  2.21 %
Total Assets
101.5 Mil
Adj. Expense Ratio
2.310%
Expense Ratio
2.310%
Fee Level
High
Longest Manager Tenure
3.92 years
Category
World Small/Mid Stock
Investment Style
Mid Growth
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.00%
Turnover
41%
Premium

Morningstar’s Analysis

Will LPEFX outperform in future?

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

Modest resources, added costs, and volatility hamper this fund’s prospects.

Senior Analyst

Summary

| |

ALPS/Red Rocks Global Opportunity’s thin team, coupled with a strategy that has boosted costs and volatility, warrant a downgrade its Morningstar Analyst Rating to Negative from Neutral across its share classes.

Unlock our full analysis with Morningstar Premium