Higher conviction in the long-term continuity of the team and expanded resources from a recent acquisition raise Poplar Forest Partners’ People rating to Above Average from Average, while the Process rating remains Above Average.
Poplar Forest Partners Fund Institutional Class IPFPX
- NAV / 1-Day Return 64.38 / +0.85 %
- Total Assets 376.9M
-
Adj. Expense Ratio
0.960%
- Expense Ratio 0.950%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Mid-Cap Value
- Investment Style Mid Value
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 1.40%
- Turnover 26%
USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:55 AM GMT+0
Morningstar’s Analysis IPFPX
Will IPFPX outperform in the 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 45.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Citigroup Inc | 5.72 | 22M | Financial Services |
Intel Corp | 5.00 | 19M | Technology |
United Therapeutics Corp | 4.86 | 19M | Healthcare |
CVS Health Corp | 4.73 | 18M | Healthcare |
Allstate Corp | 4.49 | 17M | Financial Services |
Genuine Parts Co | 4.15 | 16M | Consumer Cyclical |
Humana Inc | 4.14 | 16M | Healthcare |
Merck & Co Inc | 4.13 | 16M | Healthcare |
National Fuel Gas Co | 3.92 | 15M | Energy |
Paychex Inc | 3.89 | 15M | Technology |
United States