Alpsred Rocks Listed Fund Quote
| LPEIX Fund | USD 6.06 0.01 0.16% |
PerformanceFair
| Odds Of DistressLow
|
Alpsred Rocks is trading at 6.06 as of the 29th of December 2025; that is 0.16 percent decrease since the beginning of the trading day. The fund's open price was 6.07. Alpsred Rocks has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 9th of January 2024 and ending today, the 29th of December 2025. Click here to learn more.
The fund will invest at least 80 percent of its net assets in 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 derivatives that otherwise have the economic characteristics of Listed Private Equity Companies.. More on Alpsred Rocks Listed
Alpsred Mutual Fund Highlights
| Fund Concentration | ALPS Funds, Large Funds, World Small/Mid Stock Funds, World Small/Mid Stock, ALPS, Large, World Small/Mid Stock (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 15th of September 2025 |
| Fiscal Year End | October |
Alpsred Rocks Listed [LPEIX] is traded in USA and was established 29th of December 2025. Alpsred Rocks is listed under ALPS category by Fama And French industry classification. The fund is listed under World Small/Mid Stock category and is part of ALPS family. This fund now has accumulated 52.07 M in assets with minimum initial investment of 100 K. Alpsred Rocks Listed is currently producing year-to-date (YTD) return of 4.41% with the current yeild of 0.11%, while the total return for the last 3 years was 13.48%.
Check Alpsred Rocks Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Alpsred Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Alpsred Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Alpsred Rocks Listed Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Alpsred Rocks Listed Mutual Fund Constituents
| ONEXF | Onex Corp | Pink Sheet | Financials | |
| FSK | FS KKR Capital | Stock | Financials | |
| SCHO | Schwab Short Term Treasury | Etf | Short Government | |
| ARCC | Ares Capital | Stock | Financials | |
| AVHNF | Ackermans Van Haaren | Pink Sheet | Engineering & Construction | |
| BX | Blackstone Group | Stock | Financials | |
| IAC | IAC Inc | Stock | Communication Services | |
| KKR | KKR Co LP | Stock | Financials |
Alpsred Rocks Listed Risk Profiles
| Mean Deviation | 0.8973 | |||
| Semi Deviation | 0.9486 | |||
| Standard Deviation | 1.7 | |||
| Variance | 2.9 |
Alpsred Rocks Against Markets
Other Information on Investing in Alpsred Mutual Fund
Alpsred Rocks financial ratios help investors to determine whether Alpsred Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Alpsred with respect to the benefits of owning Alpsred Rocks security.
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