Alpsred Rocks Listed Fund Quote
| LPEFX Fund | USD 7.84 0.08 1.03% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Alpsred Rocks is trading at 7.84 as of the 29th of November 2024; that is 1.03% up since the beginning of the trading day. The fund's open price was 7.76. Alpsred Rocks has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Alpsred Rocks Listed are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of June 2023 and ending today, the 29th of November 2024. 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
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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 | 30th of September 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Alpsred Rocks Listed [LPEFX] is traded in USA and was established 29th of November 2024. 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 57.8 M in assets with no minimum investment requirementsAlpsred Rocks Listed is currently producing year-to-date (YTD) return of 21.98% with the current yeild of 0.05%, while the total return for the last 3 years was 4.21%.
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 | |
| 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 | |
| FSK | FS KKR Capital | Stock | Financials | |
| IAC | IAC Inc | Stock | Communication Services | |
| KKR | KKR Co LP | Stock | Financials |
Alpsred Rocks Listed Risk Profiles
| Mean Deviation | 0.611 | |||
| Semi Deviation | 0.6473 | |||
| Standard Deviation | 0.8344 | |||
| Variance | 0.6962 |
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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