IPFPX Poplar Forest Partners Institutional Forecast, Technical & Fundamental Analysis

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), Tyson Foods (NYSE:TSN), Dow (NYSE:DOW).

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.

The average market capitalization across the Poplar Forest Partners Institutional MF is 112.97B. The market cap for tickers in the group ranges from 12.35B to 271.03B. IBM holds the highest valuation in this group at 271.03B. The lowest valued company is EQH at 12.35B.

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 -35% and the average quarterly volume growth was 203%