Nasdaq - Delayed Quote USD
Independent Franchise Partners US Equity (IFPUX)
At close: 8:01 PM EST
Investment Information
- Min Initial Investment
- 3,000,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- DailyAccess Corporation RTC
Fund Summary
The fund normally invests at least 80% of its assets (net assets plus borrowings for investment purposes) in equity securities of companies deriving a significant portion of their revenue from the U.S.; or with a primary listing on a U.S. stock exchange; or that have their principal place of business or operations in the U.S. It may invest up to 20% of the value of its net assets in non-U.S. equity securities, including equity securities in emerging markets. The fund is non-diversified.
Fund Overview
| Category | Large Blend |
| Fund Family | Independent Franchise Partners |
| Net Assets | 1.96B |
| YTD Return | 19.15% |
| Yield | 1.18% |
| Morningstar Rating | |
| Inception Date | Dec 20, 2011 |
Performance & Risk
| YTD Return | 21.05% |
| 5y Average Return | 14.40% |
| Rank in Category (ytd) | 49 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
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