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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

Profile

Category
Large Blend
Address
Advisers Investment Trust4041 N. High Street, Suite 402Columbus
Phone
(614) 255-5550
Web
www.franchisepartners.com/funds

Details

Group
Domestic Stock Funds
Category
Large Blend
Total Expense Ratio
0.66
Min. Initial Investment
3000000.00
Fund Existence
over 13 years
Turnover
28.77
Front Load
N/A
Net Assets
1420029800.00
Manager Tenure
N/A

Fundamentals

IFPUX
Net Assets
1.42B
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
No
Fund Share Class Net Assets
1.42B
Fund Type
OpenEnd
Index Fund
No
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
7.976
Annual Yield % from dividends
1.83
Returns for 1 year
7.16
Returns for 3 years
-2.97
Returns for 5 years
43.69
Returns for 10 years
53.16
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General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Advisers Investment Trust4041 N. High Street, Suite 402Columbus
Phone
(614) 255-5550
Web
www.franchisepartners.com/funds