Poplar Forest Partners FundPFPFX

MUTUAL FUNDPoplar Forest
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$333.5M
Expense ratio
1.21%
1-year return
+17.8%
3 years, a year
+12.5%
5 years, a year
+9.6%
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 Corp6.12%
C Citigroup Inc5.48%
NFG National Fuel Gas Co4.97%
SBC AT&T Inc4.91%
ALL Allstate Corp/The4.51%
MRK Merck & Co Inc4.46%
TSN Tyson Foods Inc4.33%
D Dominion Energy Inc4.08%
FDX FedEx Corp4.06%
CVS CVS Health Corp3.88%

More on PFPFX.

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