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Poplar Forest Partners Institutional IPFPX

Analyst rating as of
  • NAV / 1-Day Return 52.56  /  1.47 %
  • Total Assets 362.4 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.18%
  • Turnover 30%

Morningstar’s Analysis IPFPX

Will IPFPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Potency on full display.

Director

Summary

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Poplar Forest Partner’s extreme volatility can try the patience of even the most risk-tolerant investors, but veteran manager J. Dale Harvey’s aggressive style has shown it can be effective over a full market cycle. It earns a Morningstar Analyst Rating of Bronze.

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