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Poplar Forest Partners A (PFPFX)

66.87 -0.10 (-0.15%)
At close: 6:28:46 PM EDT
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  • Previous Close 66.97
  • YTD Return 18.07%
  • Expense Ratio 1.21%
  • Category Mid-Cap Value
  • Last Cap Gain 35.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 374.17M
  • Beta (5Y Monthly) 0.74
  • Yield 1.20%
  • 5y Average Return --
  • Holdings Turnover 26.00%
  • Last Dividend 0.81
  • 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

Mid-Cap Value

Fund Category

374.17M

Net Assets

2009-12-31

Inception Date

Performance Overview

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Trailing returns as of 10/28/2026. Category is Mid-Cap Value.

YTD Return

PFPFX
18.07%
Category
21.28%

1-Year Return

PFPFX
23.03%
Category
55.83%

3-Year Return

PFPFX
19.61%
Category
11.08%

5-Year Return

PFPFX
11.56%
Category
11.93%

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