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Poplar Forest Partners Institutional IPFPX

Medalist Rating as of | See Poplar Forest Capital Investment Hub
  • NAV / 1-Day Return 49.12  /  1.07 %
  • Total Assets 295.5 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 1.19%
  • Turnover 30%

Morningstar’s Analysis IPFPX

Will IPFPX outperform in future?

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

A bumpy but rewarding ride.

Analyst Jader Dutra

Jader Dutra

Analyst

Summary

Poplar Forest Partners’ experienced manager executes an aggressive approach proved to deliver compelling long-term results for patient investors. The strategy earns a Morningstar Analyst Rating of Bronze for all share classes and the separate account.

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Portfolio Holdings IPFPX

  • Current Portfolio Date
  • Equity Holdings 30
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 44.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.80
13,911,100
Financial Services
4.78
13,864,500
Technology
4.65
13,497,750
Healthcare
4.64
13,468,800
Technology
4.42
12,815,120
Energy
4.40
12,761,655
Healthcare
4.30
12,477,920
Financial Services
4.16
12,078,860
Healthcare
4.16
12,069,075
Energy
4.13
11,987,700
Basic Materials