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Independent Franchise Partners Us Equity Fund (IFPUX)

US Funds

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20.41 -0.14 -0.68%

06/03 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.45B

Type: Fund

Market: United States

Issuer: Independent Franchise Partners

Asset Class: Equity

General
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IFPUX Holdings

Comprehensive information about top holdings and Key Holding Information for the Independent Franchise Partners US Equity (IFPUX) fund. Our Independent Franchise Partners US Equity portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.13	2.13	0.00
Stocks	97.60	97.60	0.00
Other	0.27	0.39	0.12

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.45	20.41
Price to Book	2.99	3.97
Price to Sales	2.53	2.63
Price to Cash Flow	12.64	14.40
Dividend Yield	2.31	1.54
5 Years Earnings Growth	10.95	10.88

Sector Allocation

Name	Net %	Category Average
Communication Services	35.48	8.61
Consumer Defensive	18.34	6.05
Healthcare	15.18	12.22
Financial Services	9.34	14.55
Technology	6.87	28.63
Consumer Cyclical	5.43	10.64
Industrials	4.68	9.58
Basic Materials	4.66	2.36

Region Allocation

Equities

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 32

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Philip Morris	US7181721090	5.12	153.55	+0.27%
Warner Music	US9345502036	5.06	33.82	+1.29%
Zillow C	US98954M2008	4.78	74.07	-3.69%
ICE	US45866F1049	4.77	169.65	-1.14%
Fox Corp A	US35137L1052	4.70	55.37	-1.72%
Bristol-Myers Squibb	US1101221083	4.67	60.18	+0.60%
RB Global	CA74935Q1072	4.57	99.65	-0.54%
Corteva	US22052L1044	4.55	60.86	-0.49%
J&J	US4781601046	4.08	165.83	+0.43%
Aspen	US29109X1063	3.59	265.01	+0.02%

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