Poplar Forest Partners requires patience, but its deep-value approach has been effective over the long term. It maintains Pillar ratings of Above Average for both People and Process.
Poplar Forest Partners Institutional IPFPX
- NAV / 1-Day Return 52.50 / +0.50 %
- Total Assets 313.6 Mil
-
Adj. Expense Ratio
0.950%
- Expense Ratio 0.950%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Large Value
- Investment Style Mid Value
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 2.25%
- Turnover 35%
USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0
Morningstar’s Analysis IPFPX
Will IPFPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 42.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Equitable Holdings Inc | 5.42 | 18.0 Mil | Financial Services |
Allstate Corp | 4.70 | 15.6 Mil | Financial Services |
Tyson Foods Inc Class A | 4.34 | 14.4 Mil | Consumer Defensive |
National Fuel Gas Co | 4.15 | 13.8 Mil | Energy |
Merck & Co Inc | 4.02 | 13.3 Mil | Healthcare |
CVS Health Corp | 3.96 | 13.1 Mil | Healthcare |
Cencora Inc | 3.92 | 13.0 Mil | Healthcare |
Intel Corp | 3.92 | 13.0 Mil | Technology |
International Business Machines Corp | 3.92 | 13.0 Mil | Technology |
Dominion Energy Inc | 3.89 | 12.9 Mil | Utilities |