ALPS|Red Rocks Listed Private Equity R (LPERX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for LPERX at this time.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.75%|
Performance & Risk
|5y Avg Return:||29.02%|
|Rank in Category (ytd):||1|
|% Rank in Category (ytd):||11.11%|
|Morningstar Risk Rating:||5|
The investment seeks to maximize total return, which consists of appreciation on its investments and a variable income stream.
The fund will invest at least 80% of its net assets in (i) 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 (ii) derivatives that otherwise have the economic characteristics of Listed Private Equity Companies. View More