Poplar Forest is trading at 29.04 as of the 21st of March 2025; that is 0.45 percent down since the beginning of the trading day. The fund's open price was 29.17. Poplar Forest has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
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. More on Poplar Forest Nerstone
Poplar Forest Nerstone [IPFCX] is traded in USA and was established 21st of March 2025. Poplar Forest is listed under Poplar Forest Capital category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of Poplar Forest Capital family. This fund currently has accumulated 31.56 M in assets under management (AUM) with minimum initial investment of 100 K. Poplar Forest Nerstone is currently producing year-to-date (YTD) return of 2.97% with the current yeild of 0.03%, while the total return for the last 3 years was 5.26%.
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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.