IPLCX Mutual Fund

IPLCX Mutual Fund

NAV$3.32
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Fund Essentials

Net Assets
$7M
Expense Ratio
4.71%
Dividend Yield (Current)
0.75%
Holdings
38
Inception Date
Jul 3, 2007
Fund Family
Popular Asset Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD-1.70%
1 Year+1.43%
3 Year+0.82%
5 Year-2.37%

Asset Allocation

Bonds: 100.00%

Top Holdings

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Dividend Summary

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Dividend Yield (Current)
0.75%
Frequency
Monthly

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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IPLCX Mutual Fund Overview

IPLCX Mutual Fund (Popular Income Plus Fund Class C) is managed by Popular Asset Management with $7.2M in net assets. IPLCX expense ratio is 4.71%, holding 38 positions across various sectors. Inception date: 2007-07-03.

IPLCX performance shows a YTD return of -1.70%. The 1-year return is 1.43% and the 5-year return is -2.37%. IPLCX dividend yield stands at 0.75%, paid monthly.

IPLCX top holdings include a diversified portfolio. Go to all IPLCX holdings, IPLCX sectors, or IPLCX dividends.

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