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Poplar Forest Partners Fund (PFPFX)
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9/21 12:03 PM
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55.02 - YTD Return 8.20%
- Expense Ratio 1.20%
- Category Large Value
- Last Cap Gain 18.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating
- Net Assets 313.49M
- Beta (5Y Monthly) 0.78
- Yield 1.94%
- 5y Average Return --
- Holdings Turnover 35.12%
- Last Dividend 1.06
- Inception Date Dec 31, 2009
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 (i) an investment grade debt rating, (ii) a history of paying common stock dividends, and (iii) a market capitalization among the top 1,000 companies in the United States.
Poplar Forest Capital
Fund Family
Large Value
Fund Category
313.49M
Net Assets
2009-12-31
Inception Date
Performance Overview: PFPFX
View MoreTrailing returns as of 10/18/2024. Category is Large Value.
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Holdings: PFPFX
View MoreTop 10 Holdings (43.78% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorPFPFX
Financial Services 20.12%
Technology 17.31%
Healthcare 16.50%
Consumer Defensive 11.18%
Energy 10.81%
Communication Services 5.46%
Consumer Cyclical 4.71%
Utilities 4.31%
Basic Materials 3.84%
Industrials 3.67%
Real Estate 2.10%
Recent News: PFPFX
View MoreResearch Reports: PFPFX
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