Alps/red Rocks Financials
| LPFAX Fund | USD 6.29 0.05 0.79% |
Alps/red |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Alps/red Rocks Fund Summary
Alps/red Rocks competes with Ridgeworth Ceredex, Cornercap Small-cap, T Rowe, T Rowe, and Lsv Small. 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.Specialization | World Small/Mid Stock, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Financial Investors Trust |
| Mutual Fund Family | ALPS |
| Mutual Fund Category | World Small/Mid Stock |
| Benchmark | Dow Jones Industrial |
| Phone | 866 759 5679 |
| Currency | USD - US Dollar |
Alps/red Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Alps/red Rocks's current stock value. Our valuation model uses many indicators to compare Alps/red Rocks value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Alps/red Rocks competition to find correlations between indicators driving Alps/red Rocks's intrinsic value. More Info.Alpsred Rocks Listed is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 8.39 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Alps/red Rocks' earnings, one of the primary drivers of an investment's value.Alpsred Rocks Listed Systematic Risk
Alps/red Rocks' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Alps/red Rocks volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Alpsred Rocks Listed correlated with the market. If Beta is less than 0 Alps/red Rocks generally moves in the opposite direction as compared to the market. If Alps/red Rocks Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Alpsred Rocks Listed is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Alps/red Rocks is generally in the same direction as the market. If Beta > 1 Alps/red Rocks moves generally in the same direction as, but more than the movement of the benchmark.
Alps/red Rocks March 23, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Alps/red Rocks help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Alpsred Rocks Listed. We use our internally-developed statistical techniques to arrive at the intrinsic value of Alpsred Rocks Listed based on widely used predictive technical indicators. In general, we focus on analyzing Alps/red Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Alps/red Rocks's daily price indicators and compare them against related drivers.
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 5.8 | |||
| Value At Risk | (2.15) | |||
| Potential Upside | 1.56 |
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.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
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| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |