Poplar Forest Capital Mutual Funds List
Here you can find all mutual funds issued by Poplar Forest Capital and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 0.92%
- Avg. 1 Year Return
- 30.46%
- Avg. 5 Year Return
- 9.25%
- Median Risk/Return Score
- 88 / 100
Poplar Forest Capital Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Poplar Forest Cornerstone Fund | Diversified Portfolio | Dec 30, 2014 | 0.90% | 10.61% | 9.48% | 8.51% | 90 | ||||||||
| Poplar Forest Partners Fund | Large Cap Value Equities | Dec 31, 2009 | 0.95% | 15.60% | 10.53% | 8.20% | 87 |
Explore top Poplar Forest Capital Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Poplar Forest Capital Mutual funds by Risk/Return Score
The top Poplar Forest Capital Mutual funds by PortfoliosLab Risk/Return Score are IPFCX (90) and IPFPX (87).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Poplar Forest Cornerstone Fund | 90 | — | Dec 2014 | |
| Poplar Forest Partners Fund | 87 | — | Dec 2009 |
Best-Performing Poplar Forest Capital Mutual funds Over 5 Years
The top Poplar Forest Capital Mutual funds is IPFPX (10.39%).
Across the lineup, Poplar Forest Capital Mutual funds show an average 1-year return of 30.46% and an average 5-year return of 9.25%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Poplar Forest Partners Fund | 10.39% | — | Dec 2009 | |
| Poplar Forest Cornerstone Fund | 8.11% | — | Dec 2014 |
Lowest-Cost Poplar Forest Capital Mutual funds
The top Poplar Forest Capital Mutual funds is IPFCX (0.90%).
With an average expense ratio of 0.92%, Poplar Forest Capital Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Poplar Forest Cornerstone Fund | 0.90% | — | Dec 2014 | |
| Poplar Forest Partners Fund | 0.95% | — | Dec 2009 |
Highest-Yield Poplar Forest Capital Mutual funds
The top Poplar Forest Capital Mutual funds is IPFCX (8.51%).
Across the lineup, Poplar Forest Capital Mutual funds show an average dividend yield of 8.36%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Poplar Forest Cornerstone Fund | 8.51% | — | Dec 2014 | |
| Poplar Forest Partners Fund | 8.20% | — | Dec 2009 |
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