ALPS | Red Rocks Listed Private Equity Fund

Scorecard
2 / 5 Stars
Lipper
5 5 2 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C- (Hold)

#1 in Miscellaneous Sector

U.S. News evaluated 3 Miscellaneous Sector Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 32.69 percent over the past year, 12.74 percent over the past three years, and 20.15 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 6.2%
1 Year 32.7%
3 Years (Annualized) 12.7%
5 Years (Annualized) 20.1%
10 Years (Annualized) N/A

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Summary

The investment seeks to maximize total return, which consists of appreciation on its investments and a variable income stream. The fund will invest at least 80% of its net assets in (i) securities of U.S. and non-U.S. companies, including those in emerging markets, listed on a national securities exchange, or foreign equivalent, that have a majority of their assets invested in or exposed to private companies or have as their stated intention to have a majority of their assets invested in or exposed to private companies and (ii) derivatives that otherwise have the economic characteristics of Listed Private Equity Companies.

Fees

Fees are Low compared to funds in the same category.
ALPS | Red Rocks Listed Private Equity Fund has an expense ratio of 1.51 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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