Poplar Forest Mutual Funds List
Here you can find all mutual funds issued by Poplar Forest 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
- 29.15%
- Avg. 5 Year Return
- 11.00%
- Median Risk/Return Score
- 94 / 100
Poplar Forest Mutual Funds List
1 result
| 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 Partners Fund | Large Cap Value Equities | Dec 31, 2009 | 0.95% | 22.42% | 10.78% | 7.74% | 94 |
Explore top Poplar Forest 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 Mutual funds by Risk/Return Score
The top Poplar Forest Mutual funds by PortfoliosLab Risk/Return Score are IPFPX (94) and IPFCX (94).
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 Partners Fund | 94 | — | Dec 2009 | |
| Poplar Forest Cornerstone Fund | 94 | — | Dec 2014 |
Best-Performing Poplar Forest Mutual funds Over 5 Years
The top Poplar Forest Mutual funds is IPFPX (12.60%).
Across the lineup, Poplar Forest Mutual funds show an average 1-year return of 29.15% and an average 5-year return of 11.00%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Poplar Forest Partners Fund | 12.60% | — | Dec 2009 | |
| Poplar Forest Cornerstone Fund | 9.39% | — | Dec 2014 |
Lowest-Cost Poplar Forest Mutual funds
The top Poplar Forest Mutual funds is IPFCX (0.90%).
With an average expense ratio of 0.92%, Poplar Forest 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 Mutual funds
The top Poplar Forest Mutual funds is IPFCX (8.26%).
Across the lineup, Poplar Forest Mutual funds show an average dividend yield of 8.00%, 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 | 8.26% | — | Dec 2014 | |
| Poplar Forest Partners Fund | 7.74% | — | Dec 2009 |
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