IFPUX Mutual Fund (Independent Franchise Partners US Equity Fund) is managed by Independent Franchise Partners. IFPUX expense ratio is 0.67%, holding 32 positions across sectors including Unknown, Communication Services, Consumer Staples. Inception date: 2011-12-20.

IFPUX performance shows a YTD return of -6.78%. The 1-year return is 3.22% and the 5-year return is 10.13%. IFPUX dividend yield stands at 10.60%, paid annually.

IFPUX top holdings include Bristol-Myer Sq (6.3%), Warner Bros. Discovery, Inc (5.5%), Aon Plc (4.5%), Solventum Corp (4.3%), Live Nation (4.2%). View all IFPUX holdings, sector breakdown, or dividend history.

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