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Morningstar

ALPS/Red Rocks Global Opportunity C LPFCX

Morningstar Analyst Rating
Quantitative rating as of | See ALPS Investment Hub
  • NAV / 1-Day Return 5.07  /  0.59 %
  • Total Assets 59.2 Mil
  • Adj. Expense Ratio
    2.230%
  • Expense Ratio 2.590%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Global Small/Mid Stock
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 27%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis LPFCX

Will LPFCX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LPFCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LPFCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of LPFCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Weakness in ALPS/Red Rocks Global Opportunity C's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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