LPEAX Rating, Research - Vista Listed Private Equity Plus A

Vista Listed Private Equity Plus A (lpeax)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 8

Threats + Weaknesses = 6

When strengths & opportunities substantially exceed threats & weaknesses an investment in the lpeax mutual fund has great long term potential.

Fund Management Team

Vista Funds

Fund Description Update

Vista Listed Private Equity Plus A (LPEAX) Description: LPEAX is a mutual fund, which is an investment that owns a basket of assets. The LPEAX mutual fund was provided by Vista and this investment vehicle derives the majority of its value from equity holdings (stocks). Vistas mutual fund has a medium management tenure and is in the small fund size classification. LPEAXs minimum initial investment amount is $2500 while the IRA minimum is $2500. LPEAXs expense ratio is roughly 2%. The latest LPEAXs front end load was 6% and the back end load was 0%. The Vista Listed Private Equity Plus A (LPEAX) mutual fund falls under the financial category. LPEAX focuses its investments in USA and LPEAX is focused on the financial industry or fund sector. The Vista Listed Private Equity Plus A (LPEAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find LPEAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of LPEAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to achieve long-term capital appreciation. The fund normally invests at least 80% of total assets in equity securities (see equity research) of publicly listed companies that are primarily engaged in private equity. It invests in publicly listed financial institutions and investment vehicles whose primary business is private equity investing. The fund will invest primarily in private equity related companies of all capitalizations traded on stock exchanges in the United States and on foreign stock exchanges (??Universe?). It is non-diversified.

Management Analysis Update

Performance Analysis Update