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LPEFX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

ALPS Global Opportunity I (LPEFX) Ownership - Who owns ALPS Global Opportunity I?

The investment seeks to maximize total return, which consists of appreciation on its investments and a variable income stream... Show more

Category: #World Stock

Profile

Category
Global Small/Mid Stock
Address
Financial Investors Trust1290 Broadway, Suite 1100Denver
Phone
N/A
Web
N/A

Details

Group
International Stock Funds
Category
World Stock
Total Expense Ratio
2.64
Min. Initial Investment
2500.00
Fund Existence
over 17 years
Turnover
37.00
Front Load
N/A
Net Assets
57619700.00
Manager Tenure
N/A

Fundamentals

LPEFX
Net Assets
57.6M
Fund Existence
over 17 years
Turnover
37.00
Total Expense Ratio
2.64
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Global Small/Mid Stock
Administrative Fee
N/A
Annual Report Gross Expense Ratio
2.64
Assets in Top Ten Holdings
23.8M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
9.46M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.85
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
54.00
Number of Net Holdings
58.00
Number of Short Holdings
4.00
Prospectus Acquired Expense Ratio
0.99
Weighting Top Ten Holdings
41.04%
Gain YTD
-14.615
Annual Yield % from dividends
11.67
Returns for 1 year
-9.77
Returns for 3 years
0.78
Returns for 5 years
38.17
Returns for 10 years
37.00
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General Information

Category WorldStock

Profile
Fundamentals
Details
Category
Global Small/Mid Stock
Address
Financial Investors Trust1290 Broadway, Suite 1100Denver
Phone
N/A
Web
N/A