Alpsred Rocks Listed Fund Quote

LPEFX Fund  USD 4.77  0.01  0.21%   
The investment seeks to maximize total return, which consists of appreciation on its investments and a variable income stream. AlpsRed Rocks is traded on NASDAQ Exchange in the United States. Maximum drawdown of 6.58% indicates contained downside risk. It is managed by ALPS. Moved up 0.21% in today's trading.
Performance
Weak
 
Weak
 
Strong
Odds Of Distress
Low
 
High
 
Low
Alpsred Rocks Listed currently trades at $4.77, posting 0.21% up in today's market action. ALPS/RED ROCKS carries a 23% probability of financial distress over the medium term. Over the last 90 trading days, it has delivered negative risk-adjusted returns. The performance scores are computed for the period from December 14, 2025 through March 14, 2026. Learn more.

Moving together with ALPS/RED Mutual Fund

  0.67INAAX Alpskotak India GrowthPairCorr
  0.63INFCX Alpskotak India GrowthPairCorr
  0.67INDIX Alpskotak India GrowthPairCorr
  0.62INDSX Financial Investors TrustPairCorr

Moving against ALPS/RED Mutual Fund

  0.76JCCSX ALPS/CORECOMMODITYPairCorr
  0.72SMASX Alpssmith Short DurationPairCorr
  0.71SMDSX Alpssmith Short DurationPairCorr
  0.65JCRIX ALPS/CORECOMMODITYPairCorr
  0.61SMAMX Alpssmith Total ReturnPairCorr
  0.58SMCRX ALPSSmith CreditPairCorr

Mutual Fund Highlights

Alpsred Rocks Listed [LPEFX] is traded in USA. The fund is listed under the World Small/Mid Stock category and is part of the ALPS family. This fund now has accumulated 44.3 M in assets with no minimum investment requirements. Alpsred Rocks Listed is currently producing a year-to-date (YTD) return of 0.7%, while the total return for the last 3 years is 9.36%.
ALPS/RED ROCKS financial stability analysis

Instrument Allocation

Notable Updates

Fund ConcentrationALPS Funds, Large Funds, World Small/Mid Stock Funds, World Small/Mid Stock, ALPS, Large, World Small/Mid Stock (View all Sectors)
Update Date31st of March 2026
Expense Ratio Date28th of February 2026
Fiscal Year EndOctober

Common Risk Profiles

Alpsred Rocks Listed Against Markets

Mutual Fund Analysis Notes

The fund generated returns of 2.0% over the last ten years. Alpsred Rocks Listed maintains 84.12% of assets in stocks. Latest disclosures for Alpsred Rocks Listed show $8.2 million in Total Assets and $44.3 million in Net Assets.

Investor Insights and Alerts

Automated alerts tied to Alpsred Rocks Listed help investors surface material conditions that may support or challenge the current thesis before they become expensive mistakes. In practice, the value comes from seeing which signals are new, which are persistent, and which are strong enough to justify action.
Alpsred Rocks Listed generated a negative expected return over the last 90 days
The fund maintains 84.12% of its assets in stocks

Top Alpsred Rocks Listed Mutual Fund Constituents

Outstanding Bonds

Predictive Daily Indicators

Daily trading signals in Alpsred Rocks Listed help active traders monitor momentum, reversals, and volume pressure while the session is still developing. The better setups usually come from combining these signals with strict risk limits, because short-term data can reverse quickly when liquidity thins.

Forecast Models

Quantitative forecast tools for Alpsred Rocks Listed focus on patterns in observed data, which makes them especially useful when the market is moving faster than traditional bottom-up research can refresh. Used well, forecast models can complement fundamental research by showing where observed price behavior still supports or contradicts the discretionary thesis.

Mutual Fund Overview, Methodology & Data Sources

Performance context is typically read against category peers and stated objectives. The five-year return stands at 2.0%.

Methodology

Unless otherwise specified, data for Alpsred Rocks Listed is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Alpsred Rocks Listed market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. Assumptions: We use public fund disclosures, holdings reports, and market data feeds with disclosures published by U.S. Securities and Exchange Commission (SEC) via EDGAR as reference inputs. Data may be normalized and can be delayed. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.

Research Sources

Alpsred Rocks Listed may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.

This content is curated and reviewed by:

Gabriel Shpitalnik - Member of Macroaxis Editorial Board