Poplar Forest Partners Fund Quote
| IPFPX Fund | USD 48.58 0.03 0.06% |
PerformanceVery Weak
| Odds Of DistressLow
|
Poplar Forest is trading at 48.58 as of the 1st of May 2025; that is 0.06 percent up since the beginning of the trading day. The fund's open price was 48.55. Poplar Forest has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 1st of May 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 | 28th of December 2021 |
| Expense Ratio Date | 30th of October 2021 |
| Fiscal Year End | September |
Poplar Forest Partners [IPFPX] is traded in USA and was established 1st of May 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 5.59% with the current yeild of 0.02%, while the total return for the last 3 years was 2.83%.
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
| SIG | Signet Jewelers | Stock | Consumer Discretionary | |
| CVS | CVS Health Corp | Stock | Health Care | |
| TEL | TE Connectivity | Stock | Information Technology | |
| AIG | American International Group | Stock | Financials | |
| DVN | Devon Energy | Stock | Energy | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| BAC | Bank of America | Stock | Financials | |
| MRK | Merck Company | Stock | Health Care |
Poplar Forest Partners Risk Profiles
| Mean Deviation | 1.02 | |||
| Standard Deviation | 1.58 | |||
| Variance | 2.5 | |||
| Risk Adjusted Performance | (0.05) |
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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