ALPS/Red Rocks Global Opportunity Portfolio (AVPEX) Alternatives
ALPS/Red Rocks Global Opportunity Portfolio (AVPEX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AVPEX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to AVPEX
AVPEX charges 1.45% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among AVPEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | AVPEX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | AVPEX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | AVPEX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | AVPEX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | AVPEX vs VMNVX |
Best Risk-Adjusted Alternatives to AVPEX
Among mutual funds in the Global Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 97 | May 23, 1984 | AVPEX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | AVPEX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | AVPEX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | AVPEX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | AVPEX vs GLIFX |
Top Performing AVPEX Alternatives (YTD)
AVPEX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | AVPEX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | AVPEX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | AVPEX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | AVPEX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | AVPEX vs GQRIX |
Lowest Volatility Alternatives to AVPEX
AVPEX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | AVPEX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | AVPEX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | AVPEX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | AVPEX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | AVPEX vs GLIFX |
Lowest Drawdown Alternatives to AVPEX
AVPEX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | AVPEX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | AVPEX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | AVPEX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | AVPEX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | AVPEX vs FGIAX |
Other Mutual Funds from ALPS
Most popular ALPS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| ALPS/Kotak India ESG Fund | Asia Pacific Equities | 1 | -17.72% | Feb 13, 2011 | AVPEX vs INDAX | |
| ALPS/CoreCommodity Management CompleteCommoditiesS... | Commodities | 95 | 20.00% | Jun 28, 2010 | AVPEX vs JCRAX | |
| RiverFront Asset Allocation Growth & Income | Diversified Portfolio | 71 | -1.75% | Aug 1, 2010 | AVPEX vs RLIIX | |
| ALPS/Red Rocks Global Opportunity Fund | Global Equities | 1 | -17.57% | Dec 30, 2007 | AVPEX vs LPEFX | |
| ALPS/Smith Balanced Opportunity Fund | Diversified Portfolio | 60 | -2.50% | Sep 14, 2020 | AVPEX vs ALIBX | |
| ALPS/Smith Total Return Bond Fund | Intermediate Core-Plus Bond | 45 | -0.57% | Jun 29, 2018 | AVPEX vs SMTRX | |
| ALPS/Smith Short Duration Bond Fund | Short-Term Bond | 97 | -0.08% | Jun 29, 2018 | AVPEX vs SMRSX | |
| ALPS/Smith Credit Opportunities Fund | Multisector Bonds | 48 | -1.22% | Sep 14, 2020 | AVPEX vs SMCVX |
Often Compared With AVPEX
What investors most often compare with AVPEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | AVPEX vs FMIEX | |
| JPMorgan Global Allocation Fund A | Global Equities | 30 | -5.28% | May 31, 2011 | AVPEX vs GAOAX |
Compare AVPEX with Any Fund or Stock
Compare AVPEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.