Poplar Forest Partners’ experienced manager executes an aggressive approach proved to deliver compelling long-term results for patient investors. The strategy earns a Morningstar Analyst Rating of Bronze for all share classes and the separate account.
- NAV / 1-Day Return 48.32 / 1.38 %
- Total Assets 328.5 Mil
-
Adj. Expense Ratio
1.200%
- Expense Ratio 1.200%
- Distribution Fee Level High
- Share Class Type No Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 25,000
- Status Open
- TTM Yield 0.95%
- Turnover 30%
Morningstar’s Analysis PFPFX
Will PFPFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
A bumpy but rewarding ride.
Summary
|- Current Portfolio Date Dec 31, 2022
- Equity Holdings 30
- Bond Holdings 0
- Other Holdings 5
- % Assets in Top 10 Holdings 44.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector