Poplar Forest Partners requires patience, but its deep-value approach has been effective over the long term. It maintains Pillar ratings of Above Average for both People and Process.
Poplar Forest Partners A PFPFX
- NAV / 1-Day Return 53.06 / +0.28 %
- Total Assets 318.5 Mil
-
Adj. Expense Ratio
1.200%
- Expense Ratio 1.200%
- Distribution Fee Level High
- Share Class Type No Load
- Category Large Value
- Investment Style Mid Value
- Min. Initial Investment 25,000
- Status Open
- TTM Yield 1.92%
- Turnover 35%
USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0
Morningstar’s Analysis PFPFX
Will PFPFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 43.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
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Cencora Inc | 3.88 | 12.0 Mil | Healthcare |
AT&T Inc | 3.87 | 12.0 Mil | Communication Services |
Philip Morris International Inc | 3.83 | 11.9 Mil | Consumer Defensive |