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Poplar Forest Partners Institutional IPFPX

Analyst rating as of
NAV / 1-Day Return
51.00  /  2.51 %
Total Assets
296.3 Mil
Adj. Expense Ratio
0.960%
Expense Ratio
0.960%
Fee Level
High
Longest Manager Tenure
11.18 years
Category
Large Value
Investment Style
Mid Value
Min. Initial Investment
100,000
Status
Open
TTM Yield
2.15%
Turnover
40%
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Morningstar’s Analysis

Will IPFPX outperform in future?

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

Volatile and pricey.

Strategist

Summary

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Poplar Forest Partners' concentrated, deep-value approach still has rebound potential under veteran manager J. Dale Harvey, but lingering concerns about his analytical support and the fund's fee hurdle drop its Morningstar Analyst Rating to Neutral from Bronze.

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