Poplar Forest Financials
| IPFCX Fund | USD 29.04 0.13 0.45% |
Poplar |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Poplar Forest Fund Summary
Poplar Forest competes with Transamerica Bond, Ambrus Core, Federated Municipal, Morningstar Defensive, and Intermediate-term. The fund seeks to deliver superior, risk-adjusted returns over full market cycles, by building a balanced portfolio of debt and equity securities that aims to generate returns that exceed the Consumer Price Index by 3 percent per year while preserving capital. A full market cycle is deemed to be a multi-year period including a period of material increase in the U.S. stock market and a period of material decline in the U.S. stock market .Specialization | Allocation--70% to 85% Equity, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | CO BANCORP FUND |
| Mutual Fund Family | Poplar Forest Capital |
| Mutual Fund Category | Allocation--70% to 85% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 877 522 8860 |
| Currency | USD - US Dollar |
Poplar Forest Key Financial Ratios
Poplar Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Poplar Forest's current stock value. Our valuation model uses many indicators to compare Poplar Forest value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Poplar Forest competition to find correlations between indicators driving Poplar Forest's intrinsic value. More Info.Poplar Forest Nerstone is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in year to date return among similar funds creating about 143.50 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Poplar Forest's earnings, one of the primary drivers of an investment's value.Poplar Forest Nerstone Systematic Risk
Poplar Forest's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Poplar Forest volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Poplar Forest Nerstone correlated with the market. If Beta is less than 0 Poplar Forest generally moves in the opposite direction as compared to the market. If Poplar Forest Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Poplar Forest Nerstone is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Poplar Forest is generally in the same direction as the market. If Beta > 1 Poplar Forest moves generally in the same direction as, but more than the movement of the benchmark.
Poplar Forest March 24, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Poplar Forest help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Poplar Forest Nerstone. We use our internally-developed statistical techniques to arrive at the intrinsic value of Poplar Forest Nerstone based on widely used predictive technical indicators. In general, we focus on analyzing Poplar Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Poplar Forest's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6311 | |||
| Information Ratio | 0.1511 | |||
| Maximum Drawdown | 2.53 | |||
| Value At Risk | (0.93) | |||
| Potential Upside | 0.9107 |
Other Information on Investing in Poplar Mutual Fund
Poplar Forest financial ratios help investors to determine whether Poplar Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Poplar with respect to the benefits of owning Poplar Forest security.
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