Morningstar

ALPS Global Opportunity Fund Class R LPERX

Morningstar Medalist Rating
Medalist Rating as of | See ALPS Investment Hub
  • NAV / 1-Day Return 3.24  /  +0.31 %
  • Total Assets 39.9M
  • Adj. Expense Ratio
    2.120%
  • Expense Ratio 1.740%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Global Small/Mid Stock
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 8.60%
  • Turnover 31%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:57 AM GMT+0

Morningstar’s Analysis LPERX

Will LPERX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LPERX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LPERX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LPERX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ALPS Global Opportunity R holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LPERX

More LPERX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

5.47 2M
Cash and Equivalents

KKR & Co Inc Ordinary Shares

4.26 2M
Financial Services

3i Group Ord

4.21 2M
Financial Services

Brederode SA

4.13 2M
Financial Services

Berkshire Hathaway Inc Class B

3.92 2M
Financial Services

Apollo Global Management Inc

3.82 2M
Financial Services

HgCapital Trust Ord

3.78 2M
—

Blackstone Inc

3.65 2M
Financial Services

Ares Management Corp Ordinary Shares - Class A

3.62 2M
Financial Services

Partners Group Holding AG

3.33 1M
Financial Services

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