IPLFX Mutual Fund

NAV$3.34
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Fund Essentials

Net Assets
$9M
Expense Ratio
5.81%
Dividend Yield (Current)
1.37%
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-1.34%
1 Year+2.29%
3 Year+1.73%
5 Year-1.84%

Asset Allocation

Bonds: 100.00%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
1.37%
Frequency
Monthly

Peer Comparison

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

IPLFX Mutual Fund (Popular Income Plus Fund Class A) is managed by Popular Asset Management with $9.1M in net assets. IPLFX expense ratio is 5.81%, holding 38 positions across various sectors. Inception date: 2007-07-03.

IPLFX performance shows a YTD return of -1.34%. The 1-year return is 2.29% and the 5-year return is -1.84%. IPLFX dividend yield stands at 1.37%, paid monthly.

IPLFX top holdings include a diversified portfolio. View all IPLFX holdings, sector breakdown, or dividend history.

IPLFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IPLFX alternatives are available via the screener, along with tax-loss harvesting opportunities.