Poplar Forest Partner’s extreme volatility can try the patience of even the most risk-tolerant investors, but veteran manager J. Dale Harvey’s aggressive style has shown it can be effective over a full market cycle. It earns a Morningstar Analyst Rating of Bronze.
- NAV / 1-Day Return 52.74 / 0.08 %
- Total Assets 363.4 Mil
Adj. Expense Ratio
- Expense Ratio 0.950%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 1.18%
- Turnover 30%
Morningstar’s Analysis IPFPX
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