MENU
+Compare
PFPFX
Mutual Fund ticker: NASDAQ
AS OF
Jul 16 closing price
Price
$52.88
Change
+$0.12 (+0.23%)
Net Assets
300.12M

PFPFX Poplar Forest Partners A Forecast, Technical & Fundamental Analysis

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

Category: #Mid-Cap Value
Interact to see
Advertisement
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), 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 103.9B. The market cap for tickers in the group ranges from 12.53B to 285.26B. PM holds the highest valuation in this group at 285.26B. 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 -23%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was 17%

Fundamental Analysis Ratings

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

Valuation Rating: 50
P/E Growth Rating: 100
Price Growth Rating: 45
SMR Rating: 100
Profit Risk Rating: 43
Seasonality Score: 25 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
AAAGX19.290.02
+0.10%
Thrivent Large Cap Growth A
LMCQX32.59N/A
N/A
Lord Abbett Mid Cap Stock R2
CSSYX22.83N/A
N/A
Columbia Select Small Cap Value Inst3
JLGQX84.91N/A
N/A
JPMorgan Large Cap Growth R4
TIVFX18.86-0.01
-0.05%
American Beacon IMC Int Small Cap Inv

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%
N/A
VIVAX - PFPFX
88%
Closely correlated
N/A
VIVIX - PFPFX
88%
Closely correlated
N/A
VVIAX - PFPFX
88%
Closely correlated
N/A
VMVIX - PFPFX
87%
Closely correlated
N/A
VMVAX - PFPFX
87%
Closely correlated
N/A
More