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IPFPX
Mutual Fund ticker: NASDAQ
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IPFPX price forecast, quote, news & analysis

Category: @Mid-Cap Value
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published Highlights

Notable companies

The most notable companies in this group are International Business Machines Corp (NYSE:IBM), Philip Morris International (NYSE:PM), AT&T (NYSE:T), CVS HEALTH Corp (NYSE:CVS), Intel Corp (NASDAQ:INTC), Dow (NYSE:DOW), Tyson Foods (NYSE:TSN).

Industry description

The investment seeks long-term growth of capital. The fund seeks to deliver superior, risk-adjusted returns over full market cycles, by investing primarily in the common stocks of underappreciated companies and industries. It generally focuses on 25 to 35 companies with (i) an investment grade debt rating, (ii) a history of paying common stock dividends, and (iii) a market capitalization among the top 1,000 companies in the United States.

Market Cap

The average market capitalization across the Poplar Forest Partners Institutional MF is 90.75B. The market cap for tickers in the group ranges from 12.53B to 217.06B. IBM holds the highest valuation in this group at 217.06B. The lowest valued company is EQH at 12.53B.

Volume

The average weekly volume growth across all stocks in the Poplar Forest Partners Institutional MF was -12%. For the same stocks of the MF, the average monthly volume growth was 14% and the average quarterly volume growth was 97%

Fundamental Analysis Ratings

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

Valuation Rating: 43
P/E Growth Rating: 47
Price Growth Rating: 41
SMR Rating: 65
Profit Risk Rating: 50
Seasonality Score: 49 (-100 ... +100)
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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