Morningstar

Poplar Forest Partners Fund Institutional Class IPFPX

Morningstar Medalist Rating
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Medalist Rating as of See Poplar Forest Capital Investment Hub
  • NAV / 1-Day Return $66.65  /  −0.46 %
  • Fund Size $397.5M
  • Adjusted Expense Ratio 0.960%
  • Net Expense Ratio 0.950%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 1.40%
  • Turnover Ratio 26%
NAV and 1-Day Return as of

Morningstar’s Analysis IPFPX

Will IPFPX 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 IPFPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IPFPX 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 IPFPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Confidence restored.

Associate Analyst Indira Fisher

Indira Fisher

Associate Analyst

Summary

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.

by Indira Fisher
Rated on Published on

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Portfolio Holdings IPFPX

More IPFPX Holdings
  • 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

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