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    Poplar Forest Partners A (PFPFX)

    66.76 -0.89 (-1.32%)
    At close: 4:53:49 PM EDT
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    • Previous Close 67.65
    • 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) 0.73
    • 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

    More about Poplar Forest Partners A

    Performance Overview

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    Trailing returns as of 10/20/2026. 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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    Holdings

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    Top 10 Holdings (45.04% of Total Assets)

    Symbol Company % Assets
    Citigroup Inc. 5.72%
    Intel Corporation 5.00%
    United Therapeutics Corporation 4.86%
    CVS Health Corporation 4.73%
    The Allstate Corporation 4.49%
    Genuine Parts Company 4.15%
    Humana Inc. 4.14%
    Merck & Co., Inc. 4.13%
    National Fuel Gas Company 3.92%
    Paychex, Inc. 3.89%

    Sector 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%
    View More

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