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IPFCX
Mutual Fund ticker: NASDAQ
AS OF
Sep 4 closing price
Price
$31.23
Change
+$0.14 (+0.45%)
Net Assets
33.58M

IPFCX Poplar Forest Cornerstone Investor Forecast, Technical & Fundamental Analysis

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

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are International Business Machines Corp (NYSE:IBM), Citigroup (NYSE:C), Intel Corp (NASDAQ:INTC), CVS HEALTH Corp (NYSE:CVS).

Industry description

The investment seeks to achieve current income and long-term growth of capital. The fund seeks to deliver superior, risk-adjusted returns over full market cycles, by building a balanced portfolio of debt and equity securities that aims to generate returns that exceed the Consumer Price Index by 3% per year while preserving capital. A full market cycle is deemed to be a multi-year period including a period of material increase in the U.S. stock market (a "bull market") and a period of material decline in the U.S. stock market (a "bear market").

Market Cap

The average market capitalization across the Poplar Forest Cornerstone Investor MF is 113.54B. The market cap for tickers in the group ranges from 16.2B to 230.25B. IBM holds the highest valuation in this group at 230.25B. The lowest valued company is EQH at 16.2B.

Volume

The average weekly volume growth across all stocks in the Poplar Forest Cornerstone Investor MF was 1%. For the same stocks of the MF, the average monthly volume growth was -39% and the average quarterly volume growth was -31%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 41
P/E Growth Rating: 42
Price Growth Rating: 31
SMR Rating: 52
Profit Risk Rating: 38
Seasonality Score: -5 (-100 ... +100)
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A.I. Advisor
published General Information

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
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IPFCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IPFCX has been closely correlated with RIDFX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if IPFCX jumps, then RIDFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IPFCX
1D Price
Change %
IPFCX100%
N/A
RIDFX - IPFCX
85%
Closely correlated
+0.41%
RIDAX - IPFCX
85%
Closely correlated
+0.37%
AMEFX - IPFCX
85%
Closely correlated
+0.41%
IFAFX - IPFCX
85%
Closely correlated
+0.41%
RIDEX - IPFCX
85%
Closely correlated
+0.41%
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