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Poplar Forest Partners Fund Institutional Class (IPFPX)

US Funds

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50.82 +0.54 +1.07%

06/06 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 270.31M

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IPFPX Holdings

Comprehensive information about top holdings and Key Holding Information for the Poplar Forest Partners Institutional (IPFPX) fund. Our Poplar Forest Partners Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	4.03	4.15	0.12
Shares	95.97	95.97	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	12.76	14.39
Price to Book	1.74	1.98
Price to Sales	0.75	1.16
Price to Cash Flow	8.13	8.76
Dividend Yield	2.93	2.21
5 Years Earnings Growth	32.57	11.10

Sector Allocation

Name	Net %	Category Average
Financial Services	18.59	17.40
Healthcare	17.55	10.61
Energy	12.18	6.33
Technology	11.58	10.73
Consumer Defensive	11.42	6.85
Consumer Cyclical	7.94	11.46
Communication Services	5.89	3.34
Industrials	5.79	16.16
Utilities	4.63	7.02
Basic Materials	2.65	4.95
Real Estate	1.78	7.80

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 31

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
AT&T	US00206R1023	5.65	28.08	+1.15%
CVS Health Corp	US1266501006	5.64	63.58	+0.79%
National Fuel Gas	US6361801011	5.47	82.53	+1.14%
Allstate	US0200021014	5.47	208.06	+0.68%
Axa Equitable	US29452E1010	4.87	54.81	+2.24%
Tyson Foods	US9024941034	4.67	55.31	+0.13%
Dominion Energy	US25746U1097	4.44	55.77	-0.41%
Cencora Inc	US03073E1055	4.43	288.94	+0.18%
Chevron	US1667641005	4.20	140.21	+2.42%
Citigroup	US1729674242	4.04	78.26	+2.07%

Top Equity Funds by Poplar Forest Capital

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Poplar Forest Partners A		20.65M	6.03	3.75	6.49

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Recent Quotes

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Poplar Forest Par.	50.82	+0.54	+1.07%
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