IPSAX Mutual Fund (IPS Strategic Capital Absolute Return Fund Institutional Class) is managed by WP Trust with $40.3M in net assets. IPSAX expense ratio is 1.48%, holding 45 positions across sectors including Other, Unknown, Financials. Inception date: 2016-04-15.

IPSAX performance shows a YTD return of -0.10%. The 1-year return is 4.55% and the 5-year return is 6.00%. IPSAX dividend yield stands at 14.81%, paid annually.

IPSAX top holdings include Spxw Us 03/05/26 C5400 (31.8%), Zf Europe Finance Bv Mtn Regs 7 Jun 12, 2030 (14.8%), 206675765.Srdlc (14.6%), Alpha Architect 1-3 Month Box Etf (11.5%), Currency Contract - NOK (10.0%). View all IPSAX holdings, sector breakdown, or dividend history.

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