The Popular Family of Funds has been specifically developed to provide Puerto Rico investors with a wide array of investment alternatives that can be strategically arranged according to their specific investment objectives1 while providing important tax advantages2 that are only available to Puerto Rico residents.

Popular High Grade Fixed Income Fund

Provides Puerto Rico residents with a high level of current monthly income, consistent with the preservation of capital. It invests in a combination of high quality taxable and taxexempt instruments.

View Quarterly Report (PDF)
Learn more

Popular Total Return Fund

This long-term capital appreciation Fund has current income as a secondary objective. It invests primarily in equity securities and employs a diversified asset allocation strategy with at least 20% normally invested in fixedincome securities. 2

View Quarterly Report (PDF)
Learn more

Popular Core Equity Fund

This long-term capital appreciation Fund invests primarily in equity securities seeking to provide investors with full exposure to the US large-capitalization equity market. 4

View Quarterly Report (PDF)
Learn more

Popular Income Plus Fund

Provides Puerto Rico residents with a high level of current income that is consistent with the tax advantages provided by Puerto Rico Investment Companies. The Fund provides investors with exposure to the US Corporate Bond Market.

View Quarterly Report (PDF)
Learn more

Report Center