MENU

PFPFX Poplar Forest Partners A Forecast, Technical & Fundamental Analysis

Category LargeValue
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), 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 A MF is 86.99B. The market cap for tickers in the group ranges from 12.53B to 197.02B. IBM holds the highest valuation in this group at 197.02B. The lowest valued company is EQH at 12.53B.

Volume

The average weekly volume growth across all stocks in the Poplar Forest Partners A MF was 244%. For the same stocks of the MF, the average monthly volume growth was 264% and the average quarterly volume growth was 311%

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: 53
Price Growth Rating: 37
SMR Rating: 56
Profit Risk Rating: 42
Seasonality Score: -41 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
DSCGX28.65-0.15
-0.52%
DFA US Small Cap Growth Instl
CMJAX41.35-0.28
-0.67%
Calvert US Mid Cap Core Rspnb Idx A
APDIX30.66-0.23
-0.74%
Artisan International Advisor
FWRTX11.74-0.09
-0.76%
Fidelity Advisor Global Real Estate M
HEOVX16.85-0.13
-0.77%
Hartford Climate Opportunities R6

PFPFX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PFPFX
1D Price
Change %
PFPFX100%
-1.00%
VIVAX - PFPFX
88%
Closely correlated
-0.09%
VIVIX - PFPFX
88%
Closely correlated
-0.09%
VVIAX - PFPFX
88%
Closely correlated
-0.07%
DOXGX - PFPFX
86%
Closely correlated
-0.74%
DODGX - PFPFX
83%
Closely correlated
-0.73%
More