ALPS Global Opportunity FundLPERX

MUTUAL FUNDAlps
Type
Mutual fund
Peer group
Global equity
Net assets
$44.6M
Expense ratio
2.12%
1-year return
-5.7%
3 years, a year
+9.0%
5 years, a year
+1.9%
Holdings
50

What it aims to do.

The Fund seeks to maximize total return.

Top 10 holdings.

Holding% of fund
KKR Kkr & Co Inc4.61%
3i Group Plc4.23%
Partners Group Holding Ag4.21%
Brederode Sa3.98%
APO Apollo Global Management Inc3.95%
BRK-B Berkshire Hathaway Inc3.77%
BX Blackstone Inc3.70%
ARES Ares Management Corp3.64%
Hgcapital Trust Plc/fund3.62%
HLI Houlihan Lokey Inc2.68%

More on LPERX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.