IPFPX Fund Portfolio Allocation
General Overview
The fund seeks to deliver superior, risk-adjusted returns over full market cycles, by investing primarily in the common stocks of underappreciated companies and industries. It generally focuses on 25 to 35 companies with (i) an investment grade debt rating, (ii) a history of paying common stock dividends, and (iii) a market capitalization among the top 1,000 companies in the United States.
| Sector & Industry | Financial Services / Asset Management |
| IPO date | December 31, 2009 |
IPFPX Latest News
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| Other Identifiers | |
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| CIK | 0001027596 |
| ISIN | US00768D7984 |
| CUSIP | 00768D798 |
| Open | 53.73 |
| Previous Close | 53.47 |
| Volume | 0 |
| Average Volume | 0 |
| Day’s Range | 53.73 – 53.73 |
| 52 Week Range | 44.94-56.71 |
| MA (50) | 50.7824 |
| MA (200) | 51.252 |
| Market Cap | 295.3 Mil. |
| Shares Out. | 5.5 Mil. |
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