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IPFCX
Mutual Fund ticker: NASDAQ
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NET ASSETS

Poplar Forest Cornerstone Investor (IPFCX) Ownership - Who owns Poplar Forest Cornerstone Investor?

Profile

Category
Moderately Aggressive Allocation
Address
C/O U.S BANCORP FUND SERVICES, LLC615 E MICHIGAN STREETMILWAUKEE
Phone
414-765-5340
Web
www.poplarforestfunds.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
N/A
Min. Initial Investment
25000.00
Fund Existence
almost 10 years
Turnover
36.43
Front Load
N/A
Net Assets
34551576.00
Manager Tenure
N/A

Fundamentals

IPFCX
Net Assets
34.6M
Fund Existence
almost 10 years
Turnover
36.43
Total Expense Ratio
N/A
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
25000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderately Aggressive Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
Assets in Top Ten Holdings
9.21M
Average Credit Quality
N/A
Average Effective Duration
4.47
Average Effective Maturity
6.56
Fund of Funds
No
Fund Share Class Net Assets
34.6M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
4.79
No Load Fund
No
Number of Long Holdings
57.00
Number of Net Holdings
N/A
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
2.601
Annual Yield % from dividends
2.61
Returns for 1 year
3.37
Returns for 3 years
-1.05
Returns for 5 years
20.04
Returns for 10 years
N/A
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Aggressive Allocation
Address
C/O U.S BANCORP FUND SERVICES, LLC615 E MICHIGAN STREETMILWAUKEE
Phone
414-765-5340
Web
www.poplarforestfunds.com