IFPUX Independent Franchise Partners US Equity Fund

This is an open ended mutual fund. The investment seeks to achieve an attractive long-term rate of return. The fund normally invests at least 80% of its assets (net assets plus borrowings for investment purposes) in equity securities of companies deriving a significant portion of their revenue from the US or with a primary listing on a U.S. stock exchange or that have their principal place of business or operations in the U.S. It may invest up to 20% of the value of its net assets in non-U.S. equity securities, including equity securities in emerging markets. The fund is non-diversified.

As of 07/27/2021

Mutual Fund Information
Sponsor:     Advisers Investment Trust
Category1:  US Equity
Category2:  Broad market
Category3:  Large cap
Morningstar category:  Large Blend
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     07/27/2021
Market cap:     $0
Current yield:     1.24%
Fees:     0.0000%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
Investment style: Actively managed

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