Morningstar

Poplar Forest Cornerstone Fund Investor Class IPFCX

Morningstar Medalist Rating
Medalist Rating as of | See Poplar Forest Capital Investment Hub
  • NAV / 1-Day Return 33.52  /  +0.24 %
  • Total Assets 38.1M
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Moderately Aggressive Allocation
  • Investment Style Mid Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.30%
  • Turnover 29%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:45 AM GMT+0

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
Rated on Published on

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Portfolio Holdings IPFCX

More IPFCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United Therapeutics Corp

3.69 1M
Healthcare

FedEx Corp

3.06 1M
Industrials

Merck & Co Inc

2.99 1M
Healthcare

Citigroup Inc

2.99 1M
Financial Services

Tyson Foods Inc Class A

2.94 993,085
Consumer Defensive

National Fuel Gas Co

2.81 948,996
Energy

United States Treasury Notes 0.25%

2.75 927,828
Government

AT&T Inc

2.58 869,700
Communication Services

Murphy Oil Corporation 6%

2.57 869,445
Corporate

Dominion Energy Inc

2.56 865,480
Utilities

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