Alpsred Rocks Listed Fund Quote
| LPERX Fund | USD 4.86 0.02 0.41% |
Performance8 of 100
| Odds Of DistressLess than 20
|
Alps/red Rocks is trading at 4.86 as of the 25th of April 2024; that is -0.41 percent decrease since the beginning of the trading day. The fund's open price was 4.88. Alps/red Rocks has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading 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 26th of March 2024 and ending today, the 25th of April 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
Moving together with Alps/red Mutual Fund
| 0.62 | INAAX | Alpskotak India Growth | PairCorr |
| 0.63 | INDAX | Alpskotak India Growth | PairCorr |
| 0.63 | INDIX | Alpskotak India Growth | PairCorr |
| 0.64 | INDSX | Financial Investors Trust | PairCorr |
| 0.94 | RAGIX | Riverfront Asset All | PairCorr |
| 0.7 | JCCSX | Alpscorecommodity | PairCorr |
Alps/red Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Alps/red Rocks' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Alps/red Rocks or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | ALPS Funds, Large Funds, World Small/Mid Stock Funds, World Small/Mid Stock, ALPS (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Alpsred Rocks Listed [LPERX] is traded in USA and was established 25th of April 2024. 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 57.8 M in assets with no minimum investment requirementsAlpsred Rocks Listed is currently producing year-to-date (YTD) return of 3.9% with the current yeild of 0.07%, while the total return for the last 3 years was 2.34%.
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.
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 |
Alps/red Rocks Target Price Odds Analysis
Based on a normal probability distribution, the odds of Alps/red Rocks jumping above the current price in 90 days from now is about 23.53%. The Alpsred Rocks Listed probability density function shows the probability of Alps/red Rocks mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Alps/red Rocks has a beta of 0.8969. This indicates Alpsred Rocks Listed market returns are sensitive to returns on the market. As the market goes up or down, Alps/red Rocks is expected to follow. Additionally, alpsred Rocks Listed has an alpha of 0.0117, implying that it can generate a 0.0117 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Alps/red Rocks to move above the current price in 90 days from now is about 23.53 (This Alpsred Rocks Listed probability density function shows the probability of Alps/red Mutual Fund to fall within a particular range of prices over 90 days) .
Alpsred Rocks Listed Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Alps/red Rocks market risk premium is the additional return an investor will receive from holding Alps/red Rocks long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Alps/red Rocks. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Alps/red Rocks' alpha and beta are two of the key measurements used to evaluate Alps/red Rocks' performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5163 | |||
| Semi Deviation | 0.4962 | |||
| Standard Deviation | 0.6496 | |||
| Variance | 0.422 |
Alps/red Rocks Against Markets
Picking the right benchmark for Alps/red Rocks mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Alps/red Rocks mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Alps/red Rocks is critical whether you are bullish or bearish towards Alpsred Rocks Listed at a given time. Please also check how Alps/red Rocks' historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Alps/red Rocks without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Portfolio HoldingsCheck your current holdings and cash postion to detemine if your portfolio needs rebalancing |
| All Next | Launch Module |
How to buy Alps/red Mutual Fund?
Before investing in Alps/red Rocks, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Alps/red Rocks. To buy Alps/red Rocks fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Alps/red Rocks. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Alps/red Rocks fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Alpsred Rocks Listed fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Alpsred Rocks Listed fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Alpsred Rocks Listed, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Alpsred Rocks Listed?
The danger of trading Alpsred Rocks Listed is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Alps/red Rocks is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Alps/red Rocks. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Alpsred Rocks Listed is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Alpsred Rocks Listed. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.