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Independent Franchise Partners Us Equity Fund (IFPUX)

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19.26 +0.02    +0.10%
00:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 1.31B
Type:  Fund
Market:  United States
Issuer:  Independent Franchise Partners
Asset Class:  Equity
Independent Franchise Partners US Equity 19.26 +0.02 +0.10%

IFPUX Overview

 
Find basic information about the Independent Franchise Partners Us Equity Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add IFPUX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change6.53%
Prev. Close19.24
Risk Rating
TTM Yield1.10%
ROE19.03%
IssuerIndependent Franchise Partners
Turnover12.92%
ROA5.12%
Inception Date40897
Total Assets1.31B
Expenses0.68%
Min. Investment3,000,000
Market Cap47.72B
CategoryLarge Blend
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Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1285 1096 1371 1477 2040 3353
Fund Return 28.49% 9.63% 37.08% 13.88% 15.32% 12.86%
Place in category 304 58 99 63 383 212
% in Category 21 6 9 6 35 28

Top Funds for Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 740.1B 27.63 10.36 -
  Fidelity 500 Index Institutional Pr 631.62B 28.05 11.42 13.34
  Vanguard 500 Index Admiral 577.55B 28.02 11.39 13.31
  Vanguard Total Stock Market Admiral 421.1B 27.60 10.34 12.84
  Vanguard 500 Index Institutional Se 204.82B 28.06 11.42 -

Top Holdings

Name ISIN Weight % Last Change %
  Philip Morris US7181721090 6.45 126.04 +0.08%
  RB Global CA74935Q1072 5.60 93.62 -1.46%
  ICE US45866F1049 5.29 152.79 -1.16%
  Zillow C US98954M2008 5.11 80.77 -1.07%
  Fox Corp A US35137L1052 4.47 49.07 +4.27%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Strong Sell Sell
Technical Indicators Strong Sell Sell Strong Buy
Summary Strong Sell Strong Sell Neutral
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