Popular, Inc.

Frequently Asked Questions About BPOP

What does BPOP invest in?

Popular, Inc., along with its subsidiaries, offers a broad spectrum of financial products and services encompassing retail, mortgage, and commercial banking. These operations extend across Puerto Rico, the United States, and the British Virgin Islands. The company provides various deposit options, including interest-bearing accounts such as savings, NOW, and money market accounts, alongside non-interest-bearing demand deposits and certificates of deposit. Its diverse lending activities include commercial and industrial financing, loans for multi-family and commercial real estate, and residential mortgage products. For individual consumers, Popular provides personal loans, credit cards, automobile financing, and home equity lines of credit. Construction project funding and lease financing, especially for vehicles, are also part of its offerings. Further expanding its services, Popular, Inc. engages in investment banking, equipment and auto leasing and financing, broker-dealer operations, and insurance. It also supports convenient banking through debit cards and online platforms. Established in 1893 and headquartered in Hato Rey, Puerto Rico, Popular, Inc. maintained a significant operational footprint as of December 31, 2021. This included 169 branches and 616 ATMs throughout Puerto Rico, 23 ATMs in the Virgin Islands, and 91 ATMs situated in the continental United States.

What is the expense ratio of BPOP?

An expense ratio for Popular, Inc. (BPOP) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is BPOP?

Popular, Inc. (BPOP) manages $11.03B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is BPOP actively managed or an index fund?

BPOP's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was BPOP launched?

Popular, Inc. (BPOP) launched in March 1980 and is managed by the fund issuer.

How has BPOP performed?

BPOP's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.