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Poplar Forest Partners Institutional (IPFPX) Fund Ranking and Research

Ranking, Research and Recommendation of Poplar Forest Partners Institutional (IPFPX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Poplar Forest Partners Institutional Fund (IPFPX) ManagerFund Manager - J. Dale Harvey

Fund Manager Information

Fund Manager Tenure: 10.3 years
Fund Family: Poplar Forest Capital
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.55)     (What does this score mean?)
J. Dale Harvey, CEO and Chief Investment Officer of Poplar Forest Capital, LLC. Before founding Poplar Forest, Mr. Harvey spent 16 years successfully managing portfolios and performing investment analysis for The Capital Group Companies. Prior to resigning from The Capital Group Companies, Mr. Harvey was portfolio counselor for five different American Funds mutual fund sub-accounts collectively accounting for over $20 billion of client funds. In addition to his investment responsibilities, Mr. Harvey was involved in numerous management and oversight roles within the mutual fund arm of the The Capital Group Companies. Mr. Harvey received a B.S. in Commerce with Honors from the University of Virginia in 1987 after which he worked for Morgan Stanley & Co. in the Mergers and Acquisitions Department for two years. He then earned a Master of Business Administration with Honors from Harvard University in 1991 prior to joining The Capital Group Companies.  Get more insights on J. Dale Harvey

 

Graph of Poplar Forest Partners Institutional Fund (IPFPX) ProfilePoplar Forest Partners Institutional Fund (IPFPX) Profile

Fund Profile and Description

Poplar Forest Partners Institutional Fund seeks long-term growth of capital. Poplar Forest Partners Institutional Fund invests primarily in the common stocks of underappreciated companies and industries. It may generally focus on 25 to 35 companies (i) with an investment grade debt rating, (ii) with a history of paying common stock dividends, (iii) with a market capitalization among the top 1,000 companies in the United States. Poplar Forest Partners Institutional Fund may also invest up to 25% of net assets in government and corporate debt securities of any maturity. It also may invest up to 15% of net assets in foreign equity securities.

 

Poplar Forest Partners Institutional (IPFPX) Fund Strength What we like about Poplar Forest Partners Institutional (IPFPX) Fund

Data for Poplar Forest Partners Institutional Fund (IPFPX) as of May 30, 2016

  • Poplar Forest Partners Institutional Fund (IPFPX) management has been with Poplar Forest Partners Institutional Fund for 10.3 years
  • Poplar Forest Partners Institutional Fund (IPFPX) has good short-term performance (1-year return -1.94% vs -2.36% Large Value category median performance)
  • Poplar Forest Partners Institutional Fund (IPFPX) has good mid-term performance (3-year return 9.05% vs 7.81% Large Value category median performance)
  • Poplar Forest Partners Institutional Fund (IPFPX) has good Long-term performance (5-year return 10.78% vs 9.15% Large Value category median performance)
  • Poplar Forest Partners Institutional Fund (IPFPX) ratio of up-years vs down years is greater than 2
  • Asset base in Poplar Forest Partners Institutional Fund (IPFPX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Poplar Forest Partners Institutional Fund (IPFPX) has an annual stock turnover rate of 30.38% vs Large Value average of 44.24%. It is good that Poplar Forest Partners Institutional management does not trade extensively for its return.
  • Poplar Forest Partners Institutional Fund (IPFPX) has a lower expense ratio than its Large Value average: 1.00% vs 1.10%
  • Poplar Forest Partners Institutional Fund (IPFPX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Poplar Forest Partners Institutional Fund (IPFPX) Weakness What we are cautious about Poplar Forest Partners Institutional (IPFPX) Fund

Data for Poplar Forest Partners Institutional Fund (IPFPX) as of May 30, 2016

  • Poplar Forest Partners Institutional Fund (IPFPX) has a Morningstar rating of 3 and below
  • Poplar Forest Partners Institutional Fund (IPFPX) is less safe compared to its Large Value peers
  • Poplar Forest Partners Institutional Fund (IPFPX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.57 that is higher than category average of 11.7
See Poplar Forest Partners Institutional Fund (IPFPX) performance details as of May 30, 2016

 

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Compare Poplar Forest Partners Institutional Fund (IPFPX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Poplar Forest Partners Institutional8.42-1.949.0510.78
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare Poplar Forest Partners Institutional Fund (IPFPX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of Poplar Forest Partners Institutional Fund (IPFPX) Net Asset TrackingPoplar Forest Partners Institutional (IPFPX) Fund Net Asset

Track net asset change of Poplar Forest Partners Institutional fund (IPFPX)

DateNet Asset
05/2016$578.46M
03/2016$554.34M
02/2016$507.24M
More historic net asset information on Poplar Forest Partners Institutional Fund (IPFPX)

  

Graph of Poplar Forest Partners Institutional Fund (IPFPX) Portfolio TrackingPoplar Forest Partners Institutional (IPFPX) Fund Portfolio Allocation

Track portfolio allocation change of Poplar Forest Partners Institutional fund (IPFPX)

DateCashStockBondOther
03/20162.69%97.18%0.13%0%
12/20152.22%97.63%0.15%0%
09/20153.02%96.53%0.45%0%
Click here to see more historic asset allocation information on Poplar Forest Partners Institutional Fund (IPFPX)

 

graph of Poplar Forest Partners Institutional Fund (IPFPX) Top 10 Position TrackingTop 10 Holdings in Poplar Forest Partners Institutional (IPFPX) Fund

Discover what Poplar Forest Partners Institutional Fund (IPFPX) manager is buying

Mar 30, 2016
MSC Industrial Direct Company, [4.89%]
Reliance Steel & Aluminum Co. C [4.68%]
American International Group, I [4.24%]
AECOM Common Stock [4.18%]
Chevron Corporation Common Stoc [4.13%]
Quest Diagnostics Incorporated [4.06%]
Microsoft Corporation [4.03%]
Dun & Bradstreet Corporation (T [3.98%]
Mattel, Inc. [3.73%]
TE Connectivity Ltd. New Switze [3.71%]

Dec 30, 2015
Mattel, Inc. [5.07%]
American International Group, I [5.02%]
TE Connectivity Ltd. New Switze [4.53%]
Microsoft Corporation [4.44%]
Lincoln National Corporation Co [4.3%]
Quest Diagnostics Incorporated [4.27%]
Eli Lilly and Company Common St [4.2%]
AECOM Common Stock [4.15%]
Citigroup, Inc. Common Stock [4.1%]
MetLife, Inc. Common Stock [4.08%]

Sep 29, 2015
American International Group, I [4.91%]
Citigroup, Inc. Common Stock [4.57%]
Baker Hughes Incorporated Commo [4.55%]
TE Connectivity Ltd. New Switze [4.48%]
Eli Lilly and Company Common St [4.45%]
Microsoft Corporation [4.38%]
Lincoln National Corporation Co [4.33%]
MetLife, Inc. Common Stock [4.26%]
Mattel, Inc. [4.19%]
AECOM Common Stock [4.06%]
Click here for Stock Holding Change Map in Poplar Forest Partners Institutional Fund (IPFPX)

  

Latest News on Poplar Forest Partners Institutional (IPFPX) Fund

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Poplar Forest Partners Institutional Fund (IPFPX) Related ResourcesSee more information on Poplar Forest Partners Institutional (IPFPX) Fund

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