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IPFPX Poplar Forest Partners Institutional Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Philip Morris International (NYSE:PM), International Business Machines Corp (NYSE:IBM), 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 88.92B. The market cap for tickers in the group ranges from 12.53B to 199.94B. PM holds the highest valuation in this group at 199.94B. 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 -4%. For the same stocks of the MF, the average monthly volume growth was 25% and the average quarterly volume growth was 53%

Fundamental Analysis Ratings

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

Valuation Rating: 40
P/E Growth Rating: 48
Price Growth Rating: 38
SMR Rating: 57
Profit Risk Rating: 47
Seasonality Score: 38 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large 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%
-0.82%
VIVIX - IPFPX
88%
Closely correlated
-0.38%
VVIAX - IPFPX
88%
Closely correlated
-0.39%
VIVAX - IPFPX
88%
Closely correlated
-0.38%
DOXGX - IPFPX
86%
Closely correlated
-0.70%
DODGX - IPFPX
83%
Closely correlated
-0.70%
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