IPFCX Mutual Fund (Poplar Forest Cornerstone Fund -Investor Class) is managed by Poplar Forest Capital with $38.4M in net assets. IPFCX expense ratio is 0.90%, holding 68 positions across sectors including Financials, Other, Health Care. Inception date: 2014-12-31.

IPFCX performance shows a YTD return of 12.23%. The 1-year return is 23.23% and the 5-year return is 9.11%. IPFCX dividend yield stands at 8.32%, paid annually.

IPFCX top holdings include United Therapeutics Corp|385 (3.7%), Fedex Corp. (3.0%), Citibank N.A. (3.0%), Merck & Co. Inc. (3.0%), Tyson Foods Inc. Class A (2.9%). View all IPFCX holdings, sector breakdown, or dividend history.

IPFCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IPFCX alternatives are available via the screener, along with tax-loss harvesting opportunities.