Independent Franchise Partners US Equity FundIFPUX
Type
Mutual fund
Peer group
Global equity
Net assets
$1.5B
Expense ratio
0.67%
1-year return
+8.6%
3 years, a year
+16.9%
5 years, a year
+11.0%
Holdings
32
What it aims to do.
The Independent Franchise Partners US Equity Fund (the IFP US Equity Fund or the Fund) seeks to achieve an attractive long-term rate of return.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| BMY Bristol-Myers Squibb Company | 6.29% |
| WBD Warner Bros. Discovery Inc. | 5.53% |
| AON Aon PLC | 4.51% |
| SOLV Solventum Corp. | 4.25% |
| LYV Live Nation Entertainment, Inc. | 4.17% |
| KVUE Kenvue Inc. | 4.05% |
| JNJ Johnson & Johnson | 3.93% |
| TRU TransUnion | 3.79% |
| EBAY eBay Inc. | 3.58% |
| NWSA News Corporation | 3.57% |
More on IFPUX.
- IFPUX overview
- IFPUX holdings
- IFPUX risk
- IFPUX costs
- IFPUX money in and out
- IFPUX share classes
- Compare IFPUX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.