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Poplar Forest Partners Institutional IPFPX

Analyst rating as of
NAV / 1-Day Return
56.21  /  0.95 %
Total Assets
317.2 Mil
Adj. Expense Ratio
0.960%
Expense Ratio
0.960%
Fee Level
High
Longest Manager Tenure
11.57 years
Category
Large Value
Investment Style
Mid Value
Min. Initial Investment
100,000
Status
Open
TTM Yield
1.83%
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.

Delivering when expected and making a difficult choice.

Strategist

Summary

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Delivering when expected and the potential to disappoint less when the strategy is again out of favor support an upgrade of Poplar Forest Partners’ Morningstar Analyst Rating to Bronze from Neutral.

Unlock our full analysis with Morningstar Premium

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