ALPS Global Opportunity FundLPEFX
Type
Mutual fund
Peer group
Global equity
Net assets
$44.6M
Expense ratio
2.02%
1-year return
-5.8%
3 years, a year
+9.2%
5 years, a year
+2.1%
Holdings
50
What it aims to do.
The Fund seeks to maximize total return.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| KKR Kkr & Co Inc | 4.61% |
| 3i Group Plc | 4.23% |
| Partners Group Holding Ag | 4.21% |
| Brederode Sa | 3.98% |
| APO Apollo Global Management Inc | 3.95% |
| BRK-B Berkshire Hathaway Inc | 3.77% |
| BX Blackstone Inc | 3.70% |
| ARES Ares Management Corp | 3.64% |
| Hgcapital Trust Plc/fund | 3.62% |
| HLI Houlihan Lokey Inc | 2.68% |
More on LPEFX.
- LPEFX overview
- LPEFX holdings
- LPEFX risk
- LPEFX costs
- LPEFX money in and out
- LPEFX share classes
- Compare LPEFX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.