IPFPX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

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

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

Profile

Details

Group

Domestic Stock Funds

Fundamentals

IPFPX

Net Assets

268M

Fund Existence

over 15 years

Turnover

27.75

Total Expense Ratio

0.96

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

1.07

Assets in Top Ten Holdings

135M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

249M

Fund Type

OpenEnd

Index Fund

Management Fee

0.84

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

30.00

Number of Net Holdings

31.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

46.31%

Gain YTD

-3.679

Annual Yield % from dividends

2.34

Returns for 1 year

-11.93

Returns for 3 years

-9.79

Returns for 5 years

83.02

Returns for 10 years

18.93

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Category MidCapValue

Profile

Fundamentals

Details