Independent Franchise Partners US Equity Fund (IFPUX) Research

This fund typically commits a minimum of 80% of its total investable capital (comprising net assets and any funds borrowed for investment) to equities issued by firms with a strong U.S. connection. These are firms that meet specific criteria: they either generate a substantial portion of their income within the U.S., are primarily traded on a U.S. stock exchange, or base their main operations or principal business in the U.S. A maximum of 20% of its net assets can be allocated to foreign equities, an allocation that may include investments in developing economies. The fund operates as a non-diversified portfolio.

Market snapshot

Symbol
IFPUX
Price
$19.72
Day change
-0.65%
Market cap
$1.6B
52-week range
19.5-23.7
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Century Emerging Markets Fund (AEDMX)
  • Brandes International Equity Fund (BIECX)
  • Columbia Cornerstone Equity Fund Class A (NSGAX)
  • T. Rowe Price U.S. Equity Research Fund (PRCOX)
  • Pear Tree Polaris Foreign Value Fund (QFVOX)
  • AMG TimesSquare Mid Cap Growth Fund (TMDPX)

Open Independent Franchise Partners US Equity Fund (IFPUX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.