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Morningstar

Poplar Forest Partners Institutional IPFPX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:08 PM GMT+00:00

Morningstar’s Analysis IPFPX

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.

Potency on full display.

Director

Summary

| by Alec Lucas

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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