Independent Franchise Partners Mutual Funds List
Here you can find all mutual funds issued by Independent Franchise Partners and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 0.68%
- Avg. 1 Year Return
- 8.63%
- Avg. 5 Year Return
- 11.05%
- Median Risk/Return Score
- 15 / 100
Independent Franchise Partners Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Independent Franchise Partners US Equity Fund | Large Cap Blend Equities | Dec 20, 2011 | 0.68% | -0.73% | 12.86% | 9.88% | 15 |
Explore top Independent Franchise Partners Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Independent Franchise Partners Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Independent Franchise Partners US Equity Fund | 15 | — | Dec 2011 |
Best-Performing Independent Franchise Partners Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Independent Franchise Partners US Equity Fund | 11.05% | — | Dec 2011 |
Lowest-Cost Independent Franchise Partners Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Independent Franchise Partners US Equity Fund | 0.68% | — | Dec 2011 |
Highest-Yield Independent Franchise Partners Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Independent Franchise Partners US Equity Fund | 9.88% | — | Dec 2011 |
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