LPFCX

Active

ALPS Global Opportunity Fund

Category: Other (5,046 funds)

Expense Ratio
1.86%
Annual Cost per $10K
$186.00
30-Year Fee Drag per $10K
$31,141
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
-10.70%

Asset Allocation

US Equity
50%
Intl Equity
48%
Cash
2%

Fee Comparison

LPFCX
1.86%
Other average
0.99%
Other cheapest
0.00%
Index benchmark
0.03%

88% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+6.32%3Y
Compare to

Fee Impact Calculator

$
%
LPFCX at 1.86%$224,910
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$155,703
Cost vs index fund−$152,514

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
LPFCXALPS Global Opportunity Fund1.86%
AGVDXAmerican Funds Global Insight Fund1.53%
FWCGXCapital World Growth & Income Fund0.47%
FLPCXFidelity Low-Priced Stock Fund1.40%
FTGFXTempleton Growth Fund, Inc.1.03%
QCSTFXCollege Retirement Equities Fund - Stock Account
TOLCXDWS RREEF Global Infrastructure Fund2.01%
FFFGXFidelity Freedom 2045 Fund0.65%
FFFHXFidelity Freedom 2050 Fund0.65%
TRZRXT. Rowe Price Real Assets Fund, Inc.0.65%
APDGXArtisan Global Value Fund1.12%
PGRNXImpax Global Environmental Markets Fund1.14%
DOXWXDodge & Cox Global Stock Fund0.52%
APDRXArtisan Global Opportunities Fund1.05%
FSAMXStrategic Advisers Emerging Markets Fund0.49%
EAGRXFirst Eagle Global Fund1.10%
SEQUXSequoia Fund Inc1.00%
QCGLFXCollege Retirement Equities Fund - Global Equities Account
FTWRXTempleton World Fund1.05%
FFFLXFidelity Advisor Freedom 2050 Fund1.19%
FCTKXFidelity Freedom 2055 Fund0.45%
MGORXGlobal Opportunity Portfolio0.85%
VFIFXVANGUARD TARGET RETIREMENT 2050 FUND0.08%
FFFFXFidelity Freedom 2040 Fund0.63%
ALTFXAB SUSTAINABLE GLOBAL THEMATIC FUND, INC.1.03%
CBHAXVictory Market Neutral Income Fund0.76%
BIALXBrown Advisory Global Leaders Fund0.76%
RGLRXGlobal Equity Fund0.81%
WFGGXFirst Trust WCM Focused Global Growth Fund1.30%
YAFFXAMG Yacktman Focused Fund1.25%
VFFVXVANGUARD TARGET RETIREMENT 2055 FUND0.08%
FFCBXFidelity Freedom Blend 2060 Fund1.47%
LPEFXALPS Global Opportunity Fund1.86%
FDKVXFidelity Freedom 2060 Fund0.45%
BOTZGlobal X Robotics & Artificial Intelligence ETF0.68%
TRNEXT. Rowe Price New Era Fund0.57%
CFWAXCalvert Global Water Fund1.24%
WAGOXWasatch Global Opportunities Fund1.50%
OAZWXOakmark Global Select Fund0.82%
VTIVXVANGUARD TARGET RETIREMENT 2045 FUND0.08%
MGLBXMarsico Global Fund1.50%
VTTSXVANGUARD TARGET RETIREMENT 2060 FUND0.08%
FCGLXFidelity Advisor Freedom 2045 Fund0.65%
TRGLXT. Rowe Price Global Stock Fund0.66%
ECOAXRedwheel Next Generation Power Infrastructure Fund1.20%
OWLSXOld Westbury Large Cap Strategies Fund1.09%
ADAVXabrdn Dynamic Dividend Fund1.50%
FPHAXSelect Pharmaceuticals Portfolio0.67%
GHAAXGlobal Resources Fund1.38%
HLMGXHarding Loevner Global Equity Portfolio1.08%
SGIDXSteward Global Equity Income Fund1.01%
VTVANGUARD TOTAL WORLD STOCK INDEX FUND0.06%
ACWIiShares MSCI ACWI ETF0.32%
AGOCXPGIM Jennison Global Equity Income Fund1.15%
AAANXHorizon Active Asset Allocation Fund1.34%
PRJAXPGIM Jennison Global Opportunities Fund1.08%
GCCAXGMO Climate Change Fund0.72%
SGMAXSIIT GLOBAL MANAGED VOLATILITY FUND0.72%
JGRSXGlobal Shareholder Yield Fund1.24%
ROBOROBO Global Robotics and Automation Index ETF0.95%
FAVPXFidelity Freedom Index 2045 Fund0.05%
OIHVanEck Oil Services ETF0.35%
FAVQXFidelity Freedom Index 2050 Fund0.04%
APDYXArtisan Developing World Fund1.13%
BGADXBaillie Gifford Long Term Global Growth Fund0.70%
CGGEXAmerican Funds Global Growth Portfolio1.07%
FNCRXFranklin Natural Resources Fund1.00%
FLKSXFidelity Low-Priced Stock K6 Fund0.50%
INFLHorizon Kinetics Inflation Beneficiaries ETF0.85%
OAZGXOakmark Global Fund0.87%
AGGPXMFS Aggressive Growth Allocation Fund0.69%
FFPKXFidelity Freedom 2065 Fund0.45%
TMFGMotley Fool Global Opportunities ETF0.85%
AVPEXALPS Global Opportunity Portfolio2.03%
MWEMXMFS Global Equity Fund0.81%
XTiShares Future Exponential Technologies ETF0.46%
FAVRXFidelity Freedom Index 2055 Fund0.08%
NMFIXMulti-Manager Global Listed Infrastructure Fund0.98%
MWOKXMFS Global Growth Fund0.90%
WRAAXWilmington Global Alpha Equities Fund1.25%
SILGlobal X Silver Miners ETF0.65%
MOOVanEck Agribusiness ETF0.55%
IGMAXVoya Global Insights Portfolio1.01%
MGLAXMFS Global Real Estate Fund1.18%
CGWInvesco S&P Global Water Index ETF0.59%
FIQOXFidelity Worldwide Fund1.06%
FDKPXFidelity Advisor Freedom 2060 Fund0.69%
FFBUXFidelity Freedom Blend 2045 Fund0.27%
FBGLXFidelity Advisor Freedom 2055 Fund0.46%
JAJGXGlobal Equity Trust0.88%
ACWViShares MSCI Global Min Vol Factor ETF0.20%
USAWXVictory Sustainable World Fund1.38%
PORTXTrillium ESG Global Equity Fund1.06%
JEEDXInfrastructure Fund0.85%
RGEFRockefeller Global Equity ETF0.75%
JACRXEasterly Global Real Estate Fund1.50%
USCGXVictory Capital Growth Fund1.09%
BEGRXFranklin Mutual Beacon Fund1.27%
VLXVXVANGUARD TARGET RETIREMENT 2065 FUND0.08%
FMIEXWasatch Global Value Fund1.11%
MVGAXMFS Low Volatility Global Equity Fund0.99%

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