IPSAX Mutual Fund

NAV$8.76

AUM$33M

TER1.48%

Holdings38

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IPSAX Mutual Fund

NAV$8.76

IPS Strategic Capital Absolute Return Fund Institutional Class

AUM$33M

TER1.48%

Holdings38

See how much of IPSAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

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See the full sector breakdown of IPSAX

Sector concentration, industry allocation and the exact weight of every sector.

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Sector Concentration AnalysisPRO

Top 3 Sectors

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of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
—	—	—
—	—	—
—	—	—

Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

IPSAX Mutual Fund Sector Allocation

IPSAX sector allocation breaks down across Financials (0.0%). Across 38 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

IPSAX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

IPSAX by country shows geographic exposure. IPSAX overlap reveals how sector exposure compares with other funds.