MENU
LPERX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

ALPS Global Opportunity R (LPERX) Ownership - Who owns ALPS Global Opportunity R?

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
2.82
Min. Initial Investment
N/A
Fund Existence
over 17 years
Turnover
37.00
Front Load
N/A
Net Assets
56167212.00
Manager Tenure
N/A

Fundamentals

LPERX
Net Assets
56.2M
Fund Existence
over 17 years
Turnover
37.00
Total Expense Ratio
2.82
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Global Small/Mid Stock
Administrative Fee
N/A
Annual Report Gross Expense Ratio
2.84
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
3.99M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.85
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
55.00
Number of Net Holdings
57.00
Number of Short Holdings
2.00
Prospectus Acquired Expense Ratio
1.07
Weighting Top Ten Holdings
41.78%
Gain YTD
0.451
Annual Yield % from dividends
16.22
Returns for 1 year
2.96
Returns for 3 years
39.27
Returns for 5 years
39.79
Returns for 10 years
41.09
View a ticker or compare two or three
Interact to see
Advertisement
A.I.Advisor
published price charts
A.I. Advisor
published General Information

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