ALPS Global Opportunity I (LPEIX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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ALPS Global Opportunity I
Denver, CO 80203
1290 Broadway, Suite 1100
Financial Investors Trust
Management Information
,Lead Manager since March 30, 2017
Andrew Drummond
Prior to joining Red Rocks Capital in 2007, Mr. Drummond was a Portfolio Manager at Sargent, Bickham Lagudis in Boulder, Colorado. Previously, Mr. Drummond was an Equity Analyst for Berger Financial Group from 1999 through 2003 and an Analyst for Colorado Public Employees’ Retirement Association from 1996 to 1999. Mr. Drummond began his investment management career at The Boston Company Asset Management in 1992. Mr. Drummond has a B.S. from the University of Colorado and M.S. in finance from the University of Denver and over 20 years of industry experience.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryWorld Small/Mid Stock
Fund FamilyALPS
Net Assets63.12M
YTD Return4.39%
Yield5.19%
Morningstar Rating★★★★★
Inception DateDec 30, 2007
Fund Operations
Last Dividend0.36
Last Cap Gain0.00
Holdings Turnover21.00%
Average for CategoryN/A
Fees & Expenses
ExpenseLPEIXCategory Average
Annual Report Expense Ratio (net)2.24%1.26%
Prospectus Net Expense Ratio2.24%N/A
Prospectus Gross Expense Ratio2.30%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.21%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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