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Poplar Forest Partners Institutional (IPFPX)
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52.09 - YTD Return 9.58%
- Expense Ratio 0.95%
- Category Large Value
- Last Cap Gain 18.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating
- Net Assets 331.78M
- Beta (5Y Monthly) 0.77
- Yield 2.15%
- 5y Average Return --
- Holdings Turnover 35.12%
- Last Dividend 1.19
- Inception Date Dec 31, 2009
The fund seeks to deliver superior, risk-adjusted returns over full market cycles, by investing primarily in the common stocks of underappreciated companies and industries. It generally focuses on 25 to 35 companies with (i) an investment grade debt rating, (ii) a history of paying common stock dividends, and (iii) a market capitalization among the top 1,000 companies in the United States.
Poplar Forest Capital
Fund Family
Large Value
Fund Category
331.78M
Net Assets
2009-12-31
Inception Date
Performance Overview: IPFPX
Trailing returns as of 4/18/2024. Category is Large Value.
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Holdings: IPFPX
Top 10 Holdings (43.71% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorIPFPX
Financial Services 22.22%
Healthcare 16.06%
Technology 15.21%
Consumer Defensive 12.30%
Energy 9.84%
Industrials 6.50%
Communication Services 5.63%
Consumer Cyclical 5.60%
Basic Materials 4.15%
Utilities 1.34%
Real Estate 1.15%
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