IPS Strategic Capital Absolute Return FundIPSAX
Type
Mutual fund
Peer group
Alternative
Net assets
$52.5M
Expense ratio
1.51%
1-year return
+8.0%
3 years, a year
+13.4%
5 years, a year
+7.5%
Holdings
46
What it aims to do.
Investment Objective. The investment objective of the IPS Strategic Capital Absolute Return Fund (the Fund) is total return.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Options Clearing Corp. | 31.76% |
| Options Clearing Corp. | 14.76% |
| Options Clearing Corp. | 14.61% |
| EA Series Trust - Alpha Architect 1-3 Month Box ETF | 11.50% |
| Options Clearing Corp. | 10.04% |
| Options Clearing Corp. | 9.04% |
| Options Clearing Corp. | 6.87% |
| Options Clearing Corp. | 6.10% |
| Options Clearing Corp. | 5.69% |
| Options Clearing Corp. | 5.07% |
More on IPSAX.
- IPSAX overview
- IPSAX holdings
- IPSAX risk
- IPSAX costs
- IPSAX money in and out
- IPSAX share classes
- Compare IPSAX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.