IPLFX Mutual Fund

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%
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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

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. Go to all IPLFX holdings, IPLFX sectors, or IPLFX dividends.

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