About IFPUX
Independent Franchise Partners US Equity Fund is a large blend mutual fund that primarily invests in equity securities of companies with significant operations or listings in the United States. The fund is managed with a focus on achieving attractive long-term returns by selecting a concentrated portfolio—typically around 30 holdings—of large-cap companies that span major sectors such as financial services, healthcare, consumer defensive, industrials, and communication services. Its top holdings often include established names like RB Global, Aon PLC, Philip Morris International, Bristol-Myers Squibb, and Johnson & Johnson, reflecting its emphasis on industry leaders and core franchises.
The fund maintains a non-diversified structure, allowing for meaningful positions in selected companies, and may allocate up to 20% of its assets to non-U.S. equities, including those in emerging markets. With net assets exceeding $1.9 billion, the fund plays a notable role in offering institutional investors targeted exposure to the broad U.S. stock market, aiming for a blend of growth and value characteristics that track closely to major indices like the S&P 500 and Russell 1000. Its investment process and disciplined company selection seek to deliver consistent performance while maintaining a moderate risk profile.
Fund Family Independent Franchise Partners
Category Large Blend
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol IFPUX
Index Russell 1000 Value TR
IFPUX had a total return of 9.22% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.02%.
