Morningstar

Poplar Forest Cornerstone Fund Investor Class IPFCX

Morningstar Medalist Rating
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Medalist Rating as of See Poplar Forest Capital Investment Hub
  • NAV / 1-Day Return $34.05  /  −0.26 %
  • Fund Size $37.1M
  • Adjusted Expense Ratio 0.900%
  • Net Expense Ratio 0.900%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Moderately Aggressive Allocation
  • Equity Style Box (Funds) Mid Value
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 2.34%
  • Turnover Ratio 29%
NAV and 1-Day Return as of

Morningstar’s Analysis IPFCX

Will IPFCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IPFCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IPFCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IPFCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Poplar Forest Cornerstone Investor holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings IPFCX

More IPFCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Treasury Obligs X

5.48 2M
Cash and Equivalents

Citigroup Inc

3.27 1M
Financial Services

United Therapeutics Corp

2.99 1M
Healthcare

Intel Corp

2.93 1M
Technology

Merck & Co Inc

2.84 1M
Healthcare

Nucor Corp

2.69 1M
Basic Materials

Paychex Inc

2.69 1M
Technology

Genuine Parts Co

2.54 967,436
Consumer Cyclical

CVS Health Corp

2.53 962,085
Healthcare

Dominion Energy Inc

2.51 956,060
Utilities

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