Alpsred Rocks Listed Fund Quote
| LPEIX Fund | USD 5.25 -0.01 -0.19% |
Performance Weak
| Odds Of Distress Low
|
Alpsred Rocks shares are quoted at 5.25, delivering 0.19 percent decrease since the beginning of the trading session with an intraday range between 5.25 and 5.25 after opening at 5.26. Based on structural risk metrics, Alpsred Rocks reflects a 22% probability of financial distress over the next few years. Over the last 90 trading days, it has delivered negative risk-adjusted returns with weak characteristics. The performance scores are derived for the period starting 10th of December 2025 and ending 10th of March 2026. Time horizon settings control the scoring window.. Click here to learn more.
Asset Type Mutual Fund |
Moving against Alpsred Mutual Fund
Alpsred Mutual Fund Highlights
Alpsred Rocks Listed [LPEIX] is traded in USA and was established 10th of March 2026. Alpsred Rocks operates within the ALPS industry. The fund is listed under World Small/Mid Stock category and is part of ALPS family. This fund now has accumulated 44.3 M in assets with minimum initial investment of 100 K. Alpsred Rocks Listed is currently producing year-to-date (YTD) return of 1.99% with the current yeild of 0.06%, while the total return for the last 3 years was 7.8%. Alpsred Rocks financial stability analysisInstrument Allocation
Notable Updates
| Fund Concentration | ALPS Funds, Large Funds, World Small/Mid Stock Funds, World Small/Mid Stock, ALPS, Large, World Small/Mid Stock (View all Sectors) |
| Update Date | 31st of March 2026 |
| Expense Ratio Date | 28th of February 2026 |
| Fiscal Year End | October |
Sector Allocation
Spreading investments across sectors reduces concentration risk and improves the probability of positive returns. For Alpsred Mutual Fund, this broader allocation may also lower expected returns. In general, holding a broadly diversified Alpsred Mutual Fund means accepting lower expected returns.
For investors seeking sector exposure, Alpsred Rocks Listed Mutual Fund offers a low-cost alternative to building a custom portfolio. Sector ETFs can be a useful diversification tool. Regardless of market conditions, keeping any single sector below 20% of the stock portfolio is a sound risk.
Alpsred Rocks Listed Risk Profiles
| Mean Deviation | 0.9423 | |||
| Standard Deviation | 1.26 | |||
| Variance | 1.59 | |||
| Risk Adjusted Performance | -0.09 |
Alpsred Rocks Against Markets
Alpsred Mutual Fund Analysis Notes
The fund generated returns of 3.0% over the last ten years. Alpsred Rocks Listed maintains 81.95% of assets in stocks. Alpsred Rocks Listed reported $26.8 million in Total Assets and $44.3 million in Net Asset.Alpsred Rocks Listed Investor Notes 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 | |
| Latest headline from news.google.com: Boaz Weinstein Is Hunting Blue Owls Funds - The Wall Street Journal | |
| The fund maintains 81.95% of its assets in stocks |
Top Alpsred Rocks Listed Mutual Fund Constituents
| ONEXF | Onex Corp | Pink Sheet | |
| FSK | FS KKR Capital | Stock | |
| SCHO | Schwab Short Term Treasury | Etf | |
| ARCC | Ares Capital | Stock | |
| AVHNF | Ackermans Van Haaren | Pink Sheet | |
| BX | Blackstone Group | Stock | |
| IAC | IAC Inc | Stock | |
| KKR | KKR Co LP | Stock | |
| LBRDK | Liberty Broadband Srs | Stock | |
| MTCH | Match Group | Stock |
Alpsred Rocks Outstanding Bonds
Reviewing Alpsred Rocks Listed bond obligations helps investors understand how much of the business is financed with fixed-income capital rather than purely with equity. This is why bond analysis is not just a credit exercise; it also informs equity holders about solvency, optionality, and future capital-allocation pressure.
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Alpsred Rocks 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.
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 5.25 | |||
| Day Typical Price | 5.25 | |||
| Price Action Indicator | -0.01 | |||
| Period Momentum Indicator | -0.01 |
Alpsred Rocks 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.How Much Is Alpsred Rocks Worth?
Alpsred Rocks is a fund with category exposure linked to ALPS Funds, Large Funds, World Small/Mid Stock Funds. Concentration and liquidity of underlying holdings can affect NAV stability during stress periods. Alpsred Rocks is assessed relative to its contribution to long-term portfolio efficiency and allocation discipline.
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 (USA Stocks:LPEIX) market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions Valuation estimates and intrinsic-value models use inputs from public financial disclosures and may not represent market consensus.
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.
Additional Resources for Alpsred Mutual Fund Analysis
Other Information on Investing in Alpsred Mutual Fund
Financial ratios for Alpsred Rocks help frame valuation context across profits, cash flow, and enterprise value. They help compare Alpsred to other measures in a consistent way.
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |