Poplar Forest Partners Fund Quote

IPFPX Fund  USD 51.15  0.13  0.25%   

Performance

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Weak
 
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Odds Of Distress

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Low
Poplar Forest is trading at 51.15 as of the 21st of March 2025; that is 0.25 percent down since the beginning of the trading day. The fund's open price was 51.28. Poplar Forest has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok 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 investing primarily in the common stocks of underappreciated companies and industries. Poplar Forest is traded on NASDAQ Exchange in the United States. More on Poplar Forest Partners

Moving together with Poplar Mutual Fund

  1.0PFPFX Poplar Forest PartnersPairCorr
  0.88IPFCX Poplar Forest NerstonePairCorr

Poplar Mutual Fund Highlights

Fund ConcentrationPoplar Forest Capital Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Poplar Forest Capital (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date28th of January 2023
Fiscal Year EndSeptember
Poplar Forest Partners [IPFPX] 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 Mid-Cap Value category and is part of Poplar Forest Capital family. This fund currently has accumulated 319.17 M in assets under management (AUM) with no minimum investment requirementsPoplar Forest Partners is currently producing year-to-date (YTD) return of 4.49% with the current yeild of 0.02%, while the total return for the last 3 years was 5.62%.
Check Poplar Forest Probability Of Bankruptcy

Instrument Allocation

Top Poplar Forest Partners Mutual Fund Constituents

CVSCVS Health CorpStockHealth Care
NUENucor CorpStockMaterials
AAPAdvance Auto PartsStockConsumer Discretionary
MRKMerck CompanyStockHealth Care
LNCLincoln NationalStockFinancials
QCOMQualcomm IncorporatedStockInformation Technology
SIGSignet JewelersStockConsumer Discretionary
DVNDevon EnergyStockEnergy
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Poplar Forest Partners Risk Profiles

Poplar Forest Against Markets

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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