Poplar Forest Partners Fund Quote

PFPFX Fund  USD 53.11  0.05  0.09%   

Performance

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Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Poplar Forest is trading at 53.11 as of the 20th of July 2025; that is 0.09% down since the beginning of the trading day. The fund's open price was 53.16. 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 21st of April 2025 and ending today, the 20th 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. Poplar Forest is traded on NASDAQ Exchange in the United States. More on Poplar Forest Partners

Moving together with Poplar Mutual Fund

  0.76IPFCX Poplar Forest NerstonePairCorr
  1.0IPFPX Poplar Forest PartnersPairCorr
  0.68VMVAX Vanguard Mid CapPairCorr
  0.97JVMAX John Hancock DisciplinedPairCorr
  0.7JVMIX John Hancock DisciplinedPairCorr

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 Date30th of June 2025
Expense Ratio Date28th of January 2023
Fiscal Year EndSeptember
Poplar Forest Partners [PFPFX] is traded in USA and was established 20th 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 at this time has accumulated 319.17 M in assets with minimum initial investment of 25 K. Poplar Forest Partners is currently producing year-to-date (YTD) return of 11.0% with the current yeild of 0.02%, while the total return for the last 3 years was 8.36%.
Check Poplar Forest Probability Of Bankruptcy

Instrument Allocation

Top Poplar Forest Partners Mutual Fund Constituents

NUENucor CorpStockMaterials
ACMAecom TechnologyStockIndustrials
MSMorgan StanleyStockFinancials
CCitigroupStockFinancials
ABTAbbott LaboratoriesStockHealth Care
HPEHewlett Packard EnterpriseStockInformation Technology
BACBank of AmericaStockFinancials
IBMInternational Business MachinesStockInformation Technology
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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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