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IPFPX
Mutual Fund ticker: NASDAQ
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Poplar Forest Partners Institutional (IPFPX) Ownership - Who owns Poplar Forest Partners Institutional?

The investment seeks long-term growth of capital... Show more

Category: #Mid-Cap Value

Profile

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

Details

Group
Domestic Stock Funds
Category
Mid-Cap Value
Total Expense Ratio
N/A
Min. Initial Investment
100000.00
Fund Existence
about 15 years
Turnover
35.12
Front Load
N/A
Net Assets
304624500.00
Manager Tenure
N/A

Fundamentals

IPFPX
Net Assets
305M
Fund Existence
about 15 years
Turnover
35.12
Total Expense Ratio
N/A
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
100000
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Value
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
Assets in Top Ten Holdings
135M
Average Credit Quality
N/A
Average Effective Duration
0.56
Average Effective Maturity
0.58
Fund of Funds
No
Fund Share Class Net Assets
283M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
0.58
No Load Fund
No
Number of Long Holdings
34.00
Number of Net Holdings
N/A
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
8.086
Annual Yield % from dividends
2.15
Returns for 1 year
2.28
Returns for 3 years
3.67
Returns for 5 years
53.92
Returns for 10 years
32.20
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General Information

Category MidCapValue

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