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Independent Franchise Partners Us Equity Fund: (MF: IFPUX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:16 PM ET

$20.00 USD

+0.02 (0.10%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -1.46 71
3 months 2.11 44
6 months 4.14 58
1 Year 14.49 47
3 Year 21.25 27
5 Year 13.66 12
10 Year 14.48 32

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 28.38
5 Year 14.75
10 Year 14.19
Since Inception 14.04

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 8.40 6.22 7.02 4.17
2024 5.37 -0.10 13.91 1.62
2023 8.59 8.52 -4.31 7.26
2022 0.51 -12.52 -7.66 9.93
2021 8.23 5.05 0.09 3.54

Annual Return

20262025202420232022202120202019201820172016
% Total Return -1.4628.3821.8520.95-10.7517.8319.0235.15-7.0615.629.64
% Total Return Rel to Index -1.5410.16-3.16-5.297.45-10.840.623.66-2.67-6.17-2.29
% Total Return Rel to Peer -1.6215.662.46-2.048.94-4.22-0.896.73-0.20-5.051.82
% Perf Quintile vs Peer* 4.001.000.003.002.004.003.001.003.004.003.00
% Dividends 0.000.260.430.270.190.250.300.370.300.230.21
% Yield 0.001.061.861.240.981.061.321.741.791.261.28
Capital Gains ($) 0.001.873.471.242.571.242.171.680.930.000.36
Expense Ratio 0.000.670.670.670.680.720.760.760.760.770.00

* 1 = Top 20%, 5 = Bottom 20%