Alpsred Rocks Listed Fund Quote
| LPEIX Fund | USD 5.76 0.15 2.67% |
PerformanceMild
| Odds Of DistressLow
|
Alps/red Rocks is trading at 5.76 as of the 8th of February 2026; that is 2.67 percent increase since the beginning of the trading day. The fund's open price was 5.61. Alps/red Rocks has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 10th of November 2025 and ending today, the 8th of February 2026. 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 2025 |
| Expense Ratio Date | 15th of September 2025 |
| Fiscal Year End | October |
Alpsred Rocks Listed [LPEIX] is traded in USA and was established 8th of February 2026. 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 49.56 M in assets with minimum initial investment of 100 K. Alpsred Rocks Listed is currently producing year-to-date (YTD) return of 1.99% with the current yeild of 0.05%, while the total return for the last 3 years was 10.55%.
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.
Alpsred Rocks Listed Risk Profiles
| Mean Deviation | 1.02 | |||
| Semi Deviation | 1.28 | |||
| Standard Deviation | 1.84 | |||
| Variance | 3.39 |
Alps/red Rocks Against Markets
Alps/red Mutual Fund Analysis Notes
The fund generated returns of 5.0% over the last ten years. Alpsred Rocks Listed maintains 81.95% of assets in stocks. Large To find out more about Alpsred Rocks Listed contact the company at 866-759-5679.Alpsred Rocks Listed Investment Alerts
Top Alpsred Rocks Listed Mutual Fund Constituents
| ONEXF | Onex Corp | Pink Sheet | |
| FSK | FS KKR Capital | Stock | |
| SCHO | Schwab Short Term Treasury | Etf | |
| ARCC | Ares Capital | Stock | |
| AVHNF | Ackermans Van Haaren | Pink Sheet | |
| BX | Blackstone Group | Stock | |
| IAC | IAC Inc | Stock | |
| KKR | KKR Co LP | Stock | |
| LBRDK | Liberty Broadband Srs | Stock | |
| MTCH | Match Group | Stock |
Alps/red Rocks Outstanding Bonds
Alps/red Rocks issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Alpsred Rocks Listed uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Alps/red bonds can be classified according to their maturity, which is the date when Alpsred Rocks Listed has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Alps/red Rocks Predictive Daily Indicators
Alps/red Rocks intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Alps/red Rocks mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.03 | |||
| Day Median Price | 5.76 | |||
| Day Typical Price | 5.76 | |||
| Price Action Indicator | 0.075 | |||
| Period Momentum Indicator | 0.15 |
Alps/red Rocks Forecast Models
Alps/red Rocks' time-series forecasting models are one of many Alps/red Rocks' mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Alps/red Rocks' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.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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