IPDP

Active

IPDP

Expense Ratio
1.13%
Annual Cost per $10K
$113.00
30-Year Fee Drag per $10K
$20,764
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+15.24%

Asset Allocation

No allocation data available

Fee Comparison

IPDP
1.13%
Index benchmark
0.03%

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of June 2025 · Updated quarterly

+74.07%3Y
Compare to

Fee Impact Calculator

$
%
IPDP at 1.13%$276,794
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$103,818
Cost vs index fund−$100,630

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