Poplar Forest Partners Fund Quote
| IPFPX Fund | USD 53.20 0.04 0.08% |
PerformanceSolid
| Odds Of DistressLow
|
Poplar Forest is trading at 53.20 as of the 19th of July 2025; that is 0.08 percent down since the beginning of the trading day. The fund's open price was 53.24. Poplar Forest has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 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. It generally focuses on 25 to 35 companies with an investment grade debt rating, a history of paying common stock dividends, and a market capitalization among the top 1,000 companies in the United States.. More on Poplar Forest Partners
Moving together with Poplar Mutual Fund
Poplar Mutual Fund Highlights
| Fund Concentration | Poplar Forest Capital Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Poplar Forest Capital (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 28th of January 2023 |
| Fiscal Year End | September |
Poplar Forest Partners [IPFPX] is traded in USA and was established 19th of July 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 10.66% with the current yeild of 0.02%, while the total return for the last 3 years was 8.92%.
Check Poplar Forest Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Poplar Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Poplar Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Poplar Forest Partners Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Poplar Forest Partners Mutual Fund Constituents
| DVN | Devon Energy | Stock | Energy | |
| BAC | Bank of America | Stock | Financials | |
| TEL | TE Connectivity | Stock | Information Technology | |
| WFC | Wells Fargo | Stock | Financials | |
| T | ATT Inc | Stock | Communication Services | |
| ALLY | Ally Financial | Stock | Financials | |
| RS | Reliance Steel Aluminum | Stock | Materials | |
| ABT | Abbott Laboratories | Stock | Health Care |
Poplar Forest Partners Risk Profiles
| Mean Deviation | 0.6444 | |||
| Semi Deviation | 0.5972 | |||
| Standard Deviation | 0.8461 | |||
| Variance | 0.7159 |
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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