Poplar Forest Cornerstone FundIPFCX

MUTUAL FUNDPoplar Forest
Type
Mutual fund
Peer group
Allocation
Net assets
$33.9M
Expense ratio
0.90%
1-year return
+13.1%
3 years, a year
+10.3%
5 years, a year
+8.0%
Holdings
68

What it aims to do.

The Poplar Forest Cornerstone Fund (the Cornerstone Fund) seeks to achieve current income and long-term growth of capital.

Top 10 holdings.

Holding% of fund
UTHR United Therapeutics Corp3.68%
FDX FedEx Corp3.05%
MRK Merck & Co Inc2.98%
C Citigroup Inc2.98%
TSN Tyson Foods Inc2.93%
NFG National Fuel Gas Co2.80%
Tsy Infl Ix N/B2.74%
SBC AT&T Inc2.57%
MUR Murphy Oil Corp2.57%
D Dominion Energy Inc2.56%

More on IPFCX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.