Poplar Forest Cornerstone Fund (IPFCX) Alternatives
Poplar Forest Cornerstone Fund (IPFCX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IPFCX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to IPFCX
IPFCX charges 0.90% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among IPFCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | IPFCX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | IPFCX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | IPFCX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | IPFCX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | IPFCX vs FYMIX |
Best Risk-Adjusted Alternatives to IPFCX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | IPFCX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | IPFCX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | IPFCX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | IPFCX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | IPFCX vs PMAIX |
Top Performing IPFCX Alternatives (YTD)
IPFCX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | IPFCX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | IPFCX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | IPFCX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | IPFCX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | IPFCX vs CONWX |
Lowest Volatility Alternatives to IPFCX
IPFCX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | IPFCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | IPFCX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | IPFCX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | IPFCX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | IPFCX vs SICIX |
Lowest Drawdown Alternatives to IPFCX
IPFCX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | IPFCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | IPFCX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | IPFCX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | IPFCX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | IPFCX vs SICIX |
Other Mutual Funds from Poplar Forest Capital
Most popular Poplar Forest Capital mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Poplar Forest Partners Fund | Large Cap Value Equities | 50 | -0.09% | Dec 31, 2009 | IPFCX vs IPFPX |
Compare IPFCX with Any Fund or Stock
Compare IPFCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.