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 Institutional IPFPX
- NAV / 1-Day Return 54.16 / +1.03 %
- Total Assets 313.1 Mil
-
Adj. Expense Ratio
0.950%
- Expense Ratio 0.950%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Large Value
- Investment Style Mid Value
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 2.17%
- Turnover 35%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0
Morningstar’s Analysis IPFPX
Will IPFPX 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 43.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
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Chevron Corp | 4.04 | 12.6 Mil | Energy |
Intel Corp | 3.96 | 12.3 Mil | Technology |
Merck & Co Inc | 3.96 | 12.3 Mil | Healthcare |
United States