Nasdaq - Delayed Quote
USD
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
Performance Overview
View MoreTrailing returns as of 10/28/2026. Category is Mid-Cap Value.
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Holdings
View MoreSector Weightings
Sector
PFPFX
Healthcare
21.38%
Technology
18.36%
Financial Services
16.70%
Industrials
9.29%
Basic Materials
6.97%
Consumer Defensive
6.34%
Energy
5.83%
Consumer Cyclical
5.33%
Utilities
3.86%
Communication Services
3.09%
Real Estate
2.85%
