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IPFCX Poplar Forest Cornerstone Investor Forecast, Technical & Fundamental Analysis

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 98.56B. The market cap for tickers in the group ranges from 12.53B to 206.17B. IBM holds the highest valuation in this group at 206.17B. The lowest valued company is EQH at 12.53B.

Volume

The average weekly volume growth across all stocks in the Poplar Forest Cornerstone Investor MF was -29%. For the same stocks of the MF, the average monthly volume growth was -7% and the average quarterly volume growth was -0%

Fundamental Analysis Ratings

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

Valuation Rating: 44
P/E Growth Rating: 39
Price Growth Rating: 39
SMR Rating: 67
Profit Risk Rating: 49
Seasonality Score: 29 (-100 ... +100)
View a ticker or compare two or three
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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 FFIFX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if IPFCX jumps, then FFIFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IPFCX
1D Price
Change %
IPFCX100%
+0.69%
FFIFX - IPFCX
86%
Closely correlated
+0.42%
FAIFX - IPFCX
86%
Closely correlated
+0.42%
FIFAX - IPFCX
86%
Closely correlated
+0.42%
RIDHX - IPFCX
86%
Closely correlated
+0.42%
RIEBX - IPFCX
85%
Closely correlated
+0.46%
More