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Poplar Forest Partners A PFPFX

Analyst rating as of
NAV / 1-Day Return
58.18  /  1.29 %
Total Assets
333.2 Mil
Adj. Expense Ratio
1.210%
Expense Ratio
1.210%
Fee Level
High
Longest Manager Tenure
11.38 years
Category
Large Value
Investment Style
Mid Value
Min. Initial Investment
25,000
Status
Open
TTM Yield
1.71%
Turnover
40%
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Morningstar’s Analysis

Will PFPFX 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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