PFPFX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Poplar Forest Partners A (PFPFX) Ownership - Who owns Poplar Forest Partners A?

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

PFPFX

Net Assets

274M

Fund Existence

over 15 years

Turnover

27.75

Total Expense Ratio

1.21

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

25000

Min. Initial Investment IRA

N/A

Morningstar Category

Mid-Cap Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.32

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

19.4M

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

-0.936

Annual Yield % from dividends

2.09

Returns for 1 year

-8.63

Returns for 3 years

-7.59

Returns for 5 years

62.15

Returns for 10 years

17.25

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General Information

Category MidCapValue

Profile

Fundamentals

Details