IPFPX Mutual Fund

IPFPX Mutual Fund (Poplar Forest Partners Fund Institutional Class) is managed by Poplar Forest Capital with $347.9M in net assets. IPFPX expense ratio is 0.96%, holding 33 positions across sectors including Health Care, Financials, Information Technology. Inception date: 2009-12-31.

IPFPX performance shows a YTD return of 21.77%. The 1-year return is 36.22% and the 5-year return is 12.43%. IPFPX dividend yield stands at 7.78%, paid annually.

IPFPX top holdings include United Therapeutics Corp (6.1%), Citigroup Inc. (5.5%), National Fuel Gas Co (5.0%), AT&T Inc. (4.9%), Allstate Corp. (4.5%). Go to all IPFPX holdings, IPFPX sectors, or IPFPX dividends.

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