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LPERX
Mutual Fund ticker: NASDAQ
AS OF
Dec 24 closing price
Price
$4.49
Change
+$0.04 (+0.90%)
Net Assets
65.67M

LPERX ALPS Global Opportunity R Forecast, Technical & Fundamental Analysis

Category WorldStock
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A.I.Advisor
published Highlights

Industry description

The investment seeks to maximize total return, which consists of appreciation on its investments and a variable income stream. The fund will invest at least 80% of its net assets in (i) securities of U.S. and non-U.S. companies, including those in emerging markets, listed on a national securities exchange, or foreign equivalent, that have a majority of their assets invested in or exposed to private companies or have as their stated intention to have a majority of their assets invested in or exposed to private companies and (ii) derivatives that otherwise have the economic characteristics of Listed Private Equity Companies.

Market Cap

The average market capitalization across the ALPS Global Opportunity R MF is 53.4B. The market cap for tickers in the group ranges from 20.8M to 98.71B. BX holds the highest valuation in this group at 98.71B. The lowest valued company is HGT at 20.8M.

Volume

The average weekly volume growth across all stocks in the ALPS Global Opportunity R MF was -66%. For the same stocks of the MF, the average monthly volume growth was -64% and the average quarterly volume growth was -52%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 52
P/E Growth Rating: 31
Price Growth Rating: 44
SMR Rating: 56
Profit Risk Rating: 23
Seasonality Score: -37 (-100 ... +100)
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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
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LPERX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LPERX has been closely correlated with RSLFX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if LPERX jumps, then RSLFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LPERX
1D Price
Change %
LPERX100%
+0.90%
RSLFX - LPERX
88%
Closely correlated
+0.52%
SMCWX - LPERX
88%
Closely correlated
+0.53%
RSLEX - LPERX
88%
Closely correlated
+0.54%
RSLDX - LPERX
82%
Closely correlated
+0.53%
RSEBX - LPERX
82%
Closely correlated
+0.52%
More