PFPFX Mutual Fund

PFPFX Mutual Fund (Poplar Forest Partners Fund Class A) is managed by Poplar Forest Capital with $53.8M in net assets. PFPFX expense ratio is 1.21%, holding 33 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2009-12-31.

PFPFX performance shows a YTD return of 21.59%. The 1-year return is 35.89% and the 5-year return is 12.16%. PFPFX dividend yield stands at 7.58%, paid annually.

PFPFX top holdings include Citigroup, Inc. (5.7%), Intel Corp. (5.0%), United Therapeutics Corp (4.9%), Cvs Health Corp. (4.7%), Allstate Corp/Thecommon Stock (4.5%). Go to all PFPFX holdings, PFPFX sectors, or PFPFX dividends.

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