IPSAX Mutual Fund
IPSAX Mutual Fund
IPSAX Mutual Fund
IPS Strategic Capital Absolute Return Fund Institutional Class
IPSAX Mutual Fund Overview
IPSAX Mutual Fund (IPS Strategic Capital Absolute Return Fund Institutional Class) is managed by WP Trust with $35.4M in net assets. IPSAX expense ratio is 1.48%, holding 38 positions across sectors including Financials. Inception date: 2016-04-15.
IPSAX performance shows a YTD return of -0.99%. The 1-year return is -2.96% and the 5-year return is 4.74%. IPSAX dividend yield stands at 14.94%, paid annually.
IPSAX top holdings include Fedex Corp Jan20 160 Call (60.4%), Fedex Corp Jan20 160 Call (13.7%), Fedex Corp Jan20 160 Call (13.5%), Spx Us 07/17/26 C6000 (7.5%), Spx Us 08/21/26 C6000 (7.2%). Go to all IPSAX holdings, IPSAX sectors, or IPSAX dividends.
IPSAX can be compared against other funds. Use IPSAX overlap to find shared positions, or IPSAX vs another fund for a side-by-side view. IPSAX alternatives are available via the screener, along with tax-loss harvesting opportunities.