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IFPUX
Mutual Fund ticker: NASDAQ
AS OF
Jul 3 closing price
Price
$21.80
Change
+$0.13 (+0.60%)
Net Assets
1.56B

IFPUX Independent Franchise Partners US Equity Forecast, Technical & Fundamental Analysis

The investment seeks to achieve an attractive long-term rate of return... Show more

Category: #Large Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Philip Morris International (NYSE:PM), Booking Holdings (NASDAQ:BKNG), Bristol-Myers Squibb Co (NYSE:BMY), Electronic Arts (NASDAQ:EA), Zillow Group (NASDAQ:Z).

Industry description

The investment seeks to achieve an attractive long-term rate of return. The fund normally invests at least 80% of its assets (net assets plus borrowings for investment purposes) in equity securities of companies deriving a significant portion of their revenue from the U.S.; or with a primary listing on a U.S. stock exchange; or that have their principal place of business or operations in the U.S. It may invest up to 20% of the value of its net assets in non-U.S. equity securities, including equity securities in emerging markets. The fund is non-diversified.

Market Cap

The average market capitalization across the Independent Franchise Partners US Equity MF is 74.61B. The market cap for tickers in the group ranges from 3.51M to 278.43B. PM holds the highest valuation in this group at 278.43B. The lowest valued company is NOVN at 3.51M.

Volume

The average weekly volume growth across all stocks in the Independent Franchise Partners US Equity MF was -30%. For the same stocks of the MF, the average monthly volume growth was -47% and the average quarterly volume growth was -22%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 62
P/E Growth Rating: 55
Price Growth Rating: 37
SMR Rating: 55
Profit Risk Rating: 44
Seasonality Score: 39 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Advisers Investment Trust4041 N. High Street, Suite 402Columbus
Phone
(614) 255-5550
Web
www.franchisepartners.com/funds
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IFPUX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IFPUX has been loosely correlated with VTSAX. These tickers have moved in lockstep 56% of the time. This A.I.-generated data suggests there is some statistical probability that if IFPUX jumps, then VTSAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IFPUX
1D Price
Change %
IFPUX100%
+0.60%
VTSAX - IFPUX
56%
Loosely correlated
+0.86%
VTSMX - IFPUX
55%
Loosely correlated
+0.86%
VITSX - IFPUX
55%
Loosely correlated
+0.86%
VSTSX - IFPUX
54%
Loosely correlated
+0.86%
VSMPX - IFPUX
54%
Loosely correlated
+0.86%
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