Morningstar will cease qualitative research coverage of ALPS/Red Rocks Global Opportunity on or about April 29, 2021, in order to reallocate our analysts to research other strategies. At that time, the last Morningstar Analyst Rating and this research will be removed. After that date, please discontinue using the research report or former research reports issued by Morningstar on this strategy. We recommend users form their own views on this fund or obtain financial advice.
ALPS/Red Rocks Global Opportunity C LPFCX
NAV / 1-Day Return
7.80
/
1.30
%
Total Assets
107.5 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
3.110%
Expense Ratio
3.110%
Fee Level
High
Longest Manager Tenure
4.10
years
Category
World Small/Mid Stock
Investment Style
Mid GrowthMin. Initial Investment
2,500
Status
Open
TTM Yield
0.00%
Turnover
41%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will LPFCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.