IFPUX Mutual Fund

IFPUX Mutual Fund (Independent Franchise Partners US Equity Fund) is managed by Independent Franchise Partners. IFPUX expense ratio is 0.67%, holding 32 positions across sectors including Communication Services, Consumer Staples, Health Care. Inception date: 2011-12-20.

IFPUX performance shows a YTD return of -2.12%. The 1-year return is 6.30% and the 5-year return is 10.85%. IFPUX dividend yield stands at 10.09%, paid annually.

IFPUX top holdings include Bristol-Myers Squibb Co. (6.3%), Warner Bros. Discovery, Inc (5.5%), Aon Plc (4.5%), Solventum Corp (4.3%), Live Nation (4.2%). Go to all IFPUX holdings, IFPUX sectors, or IFPUX dividends.

IFPUX can be compared against other funds. Use IFPUX overlap to find shared positions, or IFPUX vs another fund for a side-by-side view. IFPUX alternatives are available via the screener, along with tax-loss harvesting opportunities.