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Poplar Forest Partners A PFPFX

Analyst rating as of
NAV / 1-Day Return
54.40  /  0.11 %
Total Assets
364.5 Mil
Adj. Expense Ratio
1.200%
Expense Ratio
1.200%
Fee Level
High
Longest Manager Tenure
12.92 years
Category
Large Value
Investment Style
Mid Value
Min. Initial Investment
25,000
Status
Open
TTM Yield
1.55%
Turnover
41%

Morningstar’s Fund Analysis PFPFX

Will PFPFX outperform in future?

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

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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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