Alpsred Rocks Listed Fund Quote
| LPEIX Fund | USD 6.97 0.04 0.58% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Alps/red Rocks is trading at 6.97 as of the 21st of January 2025; that is 0.58 percent increase since the beginning of the trading day. The fund's open price was 6.93. Alps/red Rocks has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 21st of January 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
Moving together with Alps/red Mutual Fund
Alps/red 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 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Alpsred Rocks Listed [LPEIX] is traded in USA and was established 21st of January 2025. Alps/red 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 57.8 M in assets with minimum initial investment of 100 K. Alpsred Rocks Listed is currently producing year-to-date (YTD) return of 2.5% with the current yeild of 0.11%, while the total return for the last 3 years was 5.05%.
Check Alps/red 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 Alps/red 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 Alps/red 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 | 0.702 | |||
| Standard Deviation | 0.9985 | |||
| Variance | 0.997 | |||
| Risk Adjusted Performance | (0.01) |
Alps/red Rocks Against Markets
Other Information on Investing in Alps/red Mutual Fund
Alps/red Rocks financial ratios help investors to determine whether Alps/red 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 Alps/red with respect to the benefits of owning Alps/red Rocks security.
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