IPFCX Mutual Fund

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, Health Care, Energy. Inception date: 2014-12-31.

IPFCX performance shows a YTD return of 12.60%. The 1-year return is 22.89% and the 5-year return is 9.26%. IPFCX dividend yield stands at 8.30%, paid annually.

IPFCX top holdings include United Therapeutics Corp (3.7%), Fedex Corp (3.0%), Citigroup Inc. (3.0%), Merck & Company Inc (3.0%), Tyson Foods Inc. Class A (2.9%). Go to all IPFCX holdings, IPFCX sectors, or IPFCX dividends.

IPFCX can be compared against other funds. Use IPFCX overlap to find shared positions, or IPFCX vs another fund for a side-by-side view. IPFCX alternatives are available via the screener, along with tax-loss harvesting opportunities.