IFPUX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Independent Franchise Partners US Equity (IFPUX) Ownership - Who owns Independent Franchise Partners US Equity?

The investment seeks to achieve an attractive long-term rate of return... Show more

Category: #Large Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

IFPUX

Net Assets

1.36B

Fund Existence

over 13 years

Turnover

28.77

Total Expense Ratio

0.66

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

3000000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.66

Assets in Top Ten Holdings

905M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

1.36B

Fund Type

OpenEnd

Index Fund

Management Fee

0.58

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

32.00

Number of Net Holdings

33.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

45.88%

Gain YTD

2.409

Annual Yield % from dividends

1.83

Returns for 1 year

4.64

Returns for 3 years

-4.09

Returns for 5 years

21.07

Returns for 10 years

40.93

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General Information

Category LargeBlend

Profile

Fundamentals

Details