IPFCX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

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

The investment seeks to achieve current income and long-term growth of capital... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

IPFCX

Net Assets

32.6M

Fund Existence

over 10 years

Turnover

30.74

Total Expense Ratio

0.91

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

1.44

Assets in Top Ten Holdings

9.21M

Average Credit Quality

N/A

Average Effective Duration

5.64

Average Effective Maturity

8.49

Fund of Funds

Fund Share Class Net Assets

32.6M

Fund Type

OpenEnd

Index Fund

Management Fee

0.80

Modified Duration

5.81

No Load Fund

Yes

Number of Long Holdings

58.00

Number of Net Holdings

58.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

29.76%

Gain YTD

3.788

Annual Yield % from dividends

2.68

Returns for 1 year

-0.28

Returns for 3 years

-1.10

Returns for 5 years

69.98

Returns for 10 years

33.51

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details