ALPS/Red Rocks Global Opportunity Fund (LPEFX) Alternatives
ALPS/Red Rocks Global Opportunity Fund (LPEFX) 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 LPEFX. 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 LPEFX
LPEFX charges 1.46% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among LPEFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | LPEFX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | LPEFX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | LPEFX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | LPEFX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | LPEFX vs VMNVX |
Best Risk-Adjusted Alternatives to LPEFX
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 | LPEFX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | LPEFX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | LPEFX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | LPEFX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | LPEFX vs GLIFX |
Top Performing LPEFX Alternatives (YTD)
LPEFX 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 | LPEFX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | LPEFX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | LPEFX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | LPEFX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | LPEFX vs GQRIX |
Lowest Volatility Alternatives to LPEFX
LPEFX 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 | LPEFX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | LPEFX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | LPEFX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | LPEFX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | LPEFX vs GLIFX |
Lowest Drawdown Alternatives to LPEFX
LPEFX 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 | LPEFX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | LPEFX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | LPEFX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | LPEFX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | LPEFX 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 | LPEFX vs INDAX | |
| ALPS/CoreCommodity Management CompleteCommoditiesS... | Commodities | 95 | 20.00% | Jun 28, 2010 | LPEFX vs JCRAX | |
| RiverFront Asset Allocation Growth & Income | Diversified Portfolio | 71 | -1.75% | Aug 1, 2010 | LPEFX vs RLIIX | |
| ALPS/Smith Balanced Opportunity Fund | Diversified Portfolio | 60 | -2.50% | Sep 14, 2020 | LPEFX vs ALIBX | |
| ALPS/Smith Total Return Bond Fund | Intermediate Core-Plus Bond | 45 | -0.57% | Jun 29, 2018 | LPEFX vs SMTRX | |
| ALPS/Red Rocks Global Opportunity Portfolio | Global Equities | 1 | -17.85% | Oct 23, 2014 | LPEFX vs AVPEX | |
| ALPS/Smith Short Duration Bond Fund | Short-Term Bond | 97 | -0.08% | Jun 29, 2018 | LPEFX vs SMRSX | |
| ALPS/Smith Credit Opportunities Fund | Multisector Bonds | 48 | -1.22% | Sep 14, 2020 | LPEFX vs SMCVX |
Often Compared With LPEFX
What investors most often compare with LPEFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Global Listed Private Equity ETF | Global Equities | 6 | -15.50% | Oct 24, 2006 | LPEFX vs PSP | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | LPEFX vs FMIEX |
Compare LPEFX with Any Fund or Stock
Compare LPEFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.