Delivering when expected and the potential to disappoint less when the strategy is again out of favor support an upgrade of Poplar Forest Partners’ Morningstar Analyst Rating to Bronze from Neutral.
Poplar Forest Partners Institutional IPFPX
NAV / 1-Day Return
58.40
/
0.90
%
Total Assets
326.6 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.960%
Expense Ratio
0.960%
Fee Level
High
Longest Manager Tenure
11.79
years
Category
Large Value
Investment Style
Mid ValueMin. Initial Investment
100,000
Status
Open
TTM Yield
1.85%
Turnover
40%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will IPFPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IPFPX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the IPFPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of IPFPX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Delivering when expected and making a difficult choice.
