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IPFPX
Mutual Fund ticker: NASDAQ
AS OF
Jul 22 closing price
Price
$53.83
Change
+$0.68 (+1.28%)
Net Assets
301.64M

IPFPX Poplar Forest Partners Institutional Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital... Show more

Category: #Mid-Cap Value
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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), Philip Morris International (NYSE:PM), AT&T (NYSE:T), Intel Corp (NASDAQ:INTC), CVS HEALTH Corp (NYSE:CVS), 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 101.54B. The market cap for tickers in the group ranges from 12.53B to 262.05B. IBM holds the highest valuation in this group at 262.05B. 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 11%. For the same stocks of the MF, the average monthly volume growth was -45% and the average quarterly volume growth was 1%

Fundamental Analysis Ratings

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

Valuation Rating: 38
P/E Growth Rating: 37
Price Growth Rating: 49
SMR Rating: 57
Profit Risk Rating: 42
Seasonality Score: 25 (-100 ... +100)
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A.I. Advisor
published General Information

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
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IPFPX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IPFPX has been closely correlated with VIVIX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if IPFPX jumps, then VIVIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IPFPX
1D Price
Change %
IPFPX100%
-0.09%
VIVIX - IPFPX
88%
Closely correlated
-0.17%
VVIAX - IPFPX
88%
Closely correlated
-0.17%
VIVAX - IPFPX
88%
Closely correlated
-0.17%
VMVIX - IPFPX
87%
Closely correlated
-0.46%
VMVAX - IPFPX
87%
Closely correlated
-0.47%
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