Ips Strategic Capital Fund Quote
| IPSAX Fund | USD 11.64 0.04 0.34% |
PerformanceMild
| Odds Of DistressLow
|
Ips Strategic is trading at 11.64 as of the 2nd of October 2025; that is 0.34 percent up since the beginning of the trading day. The fund's open price was 11.6. Ips Strategic has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 4th of July 2025 and ending today, the 2nd of October 2025. Click here to learn more.
The funds primary strategy consists of selling and purchasing put and call options on equity indexes and exchange traded funds. The sale of put options generates income for the fund, but exposes it to the risk of declines in the value of the underlying assets. More on Ips Strategic Capital
Moving together with Ips Mutual Fund
Ips Mutual Fund Highlights
| Thematic Idea | Commodities Funds (View all Themes) |
| Fund Concentration | WP Trust Funds, Large Growth Funds, Options Trading Funds, Commodities Funds, Options Trading, WP Trust, Large Blend, Options Trading (View all Sectors) |
| Update Date | 30th of September 2025 |
Ips Strategic Capital [IPSAX] is traded in USA and was established 2nd of October 2025. Ips Strategic is listed under WP Trust category by Fama And French industry classification. The fund is listed under Options Trading category and is part of WP Trust family. The entity is thematically classified as Commodities Funds. This fund currently has accumulated 87.6 M in assets under management (AUM) with minimum initial investment of 5 K. Ips Strategic Capital is currently producing year-to-date (YTD) return of 5.75%, while the total return for the last 3 years was 10.46%.
Check Ips Strategic Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ips Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ips Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ips Strategic Capital Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ips Strategic Capital Mutual Fund Constituents
| NEAR | iShares Short Maturity | Etf | Short-Term Bond | |
| FLOT | iShares Floating Rate | Etf | Ultrashort Bond | |
| GSY | Invesco Ultra Short | Etf | Ultrashort Bond | |
| IVV | iShares Core SP | Etf | Large Blend | |
| SPY | SPDR SP 500 | Etf | Large Blend | |
| MINT | PIMCO Enhanced Short | Etf | Ultrashort Bond |
Ips Strategic Capital Risk Profiles
| Mean Deviation | 0.444 | |||
| Semi Deviation | 0.519 | |||
| Standard Deviation | 0.7034 | |||
| Variance | 0.4948 |
Ips Strategic Against Markets
Other Information on Investing in Ips Mutual Fund
Ips Strategic financial ratios help investors to determine whether Ips Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ips with respect to the benefits of owning Ips Strategic security.
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