PortfoliosLab logoPortfoliosLab logo

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
3.09%
Avg. 5 Year Return
9.69%
Median Risk/Return Score
4 / 100
Independent Franchise Partners Mutual Funds List

1 result

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Independent Franchise Part Equity FundLarge Cap Blend EquitiesDec 20, 20110.68%
-9.67%
12.46%
10.86%
4

Rows per page

1–1 of 1

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.

0%Annualized Volatility0%Annualized Return

Loading charts...

Best Independent Franchise Partners Mutual funds by Risk/Return Score


SymbolNameRisk / Return RankAUMInception
Independent Franchise Part Equity Fund
4
Dec 2011

Best-Performing Independent Franchise Partners Mutual funds Over 5 Years


SymbolNameReturn 5YAUMInception
Independent Franchise Part Equity Fund
9.69%
Dec 2011

Lowest-Cost Independent Franchise Partners Mutual funds


SymbolNameExpense RatioAUMInception
Independent Franchise Part Equity Fund0.68%Dec 2011

Highest-Yield Independent Franchise Partners Mutual funds


SymbolNameDividend YieldAUMInception
Independent Franchise Part Equity Fund10.86%Dec 2011

Top Mutual funds Issuers


Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.