Poplar Forest Partners FundIPFPX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$333.5M
Expense ratio
0.96%
1-year return
+18.1%
3 years, a year
+12.8%
5 years, a year
+9.9%
Holdings
33
What it aims to do.
The Poplar Forest Partners Fund (the Partners Fund) seeks to achieve long-term growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| UTHR United Therapeutics Corp | 6.12% |
| C Citigroup Inc | 5.48% |
| NFG National Fuel Gas Co | 4.97% |
| SBC AT&T Inc | 4.91% |
| ALL Allstate Corp/The | 4.51% |
| MRK Merck & Co Inc | 4.46% |
| TSN Tyson Foods Inc | 4.33% |
| D Dominion Energy Inc | 4.08% |
| FDX FedEx Corp | 4.06% |
| CVS CVS Health Corp | 3.88% |
More on IPFPX.
- IPFPX overview
- IPFPX holdings
- IPFPX risk
- IPFPX costs
- IPFPX money in and out
- IPFPX share classes
- Compare IPFPX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.