Poplar Forest Capital
Poplar Forest Capital has a potent deep-value approach to investing, but it has yet to expand beyond that.
Poplar Forest Capital Investments
Market
US Open-end ex MM ex FoF ex FeederTotal Net Assets
363.90 MilInvestment Flows (TTM)
−1.13 MilAsset Growth Rate (TTM)
−0.31%# of Share Classes
3| Morningstar Rating | # of Share Classes | |
|---|---|---|
| 0 | ||
| 1 | ||
| 0 | ||
| 2 | ||
| 0 | ||
| Not Rated | 0 |
Name
|
Morningstar Rating Overall
| |
|---|---|---|
| Poplar Forest Cornerstone Investor | 22 | |
| Poplar Forest Partners Institutional | 79 | |
| Poplar Forest Partners A | 83 |
The Morningstar Star Rating for Funds is a purely quantitative measure of a fund's past performance, measured from one to five stars.
Star ratings are calculated at the end of every month.
Investments must have at least 36 continuous months of total returns to receive a rating.
Quick Definitions: Key Morningstar Terms
Morningstar Medalist Rating for Funds
The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.
Morningstar Rating™ for Funds
The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.
Percentile Rank
Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.