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 a closer substitute for your current allocation.
Cheapest Alternatives to IPFCX
IPFCX charges 0.90% annually. There are 370 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | IPFCX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | IPFCX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | IPFCX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | IPFCX vs FYMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | IPFCX vs VTMFX |
Best Risk-Adjusted Alternatives to IPFCX
IPFCX has a PortfoliosLab risk / return rank of 91. There are 7 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | IPFCX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | IPFCX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | IPFCX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | IPFCX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | IPFCX vs AOBLX |
Top Performing IPFCX Alternatives (YTD)
IPFCX is at 11.92% YTD. There are 17 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.11% | — | Jan 1998 | IPFCX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 20.86% | — | Aug 1998 | IPFCX vs MHELX | |
| Greenspring Fund | 20.56% | — | Jun 1983 | IPFCX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 16.73% | — | Dec 2002 | IPFCX vs TIBIX | |
| ICON Equity Income Fund | 13.66% | — | May 2004 | IPFCX vs IOEZX |
Lowest Volatility Alternatives to IPFCX
IPFCX has 8.32% 1-year volatility. There are 237 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | IPFCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | IPFCX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | IPFCX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | IPFCX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | IPFCX vs CSTAX |
Lowest Drawdown Alternatives to IPFCX
IPFCX has a 1-year max drawdown of -5.67%. There are 187 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | IPFCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | IPFCX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | IPFCX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | IPFCX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | IPFCX vs CSTAX |
Other Mutual Funds from Poplar Forest Capital
The 1 most viewed Poplar Forest Capital mutual funds shown here include IPFPX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Poplar Forest Partners Fund | Large Cap Value Equities | 91 | 18.77% | — | Dec 2009 | IPFCX vs IPFPX |
Often Compared With IPFCX
Investors most often compare IPFCX with AAAAX, BERIX, BWBIX. These 17 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare IPFCX with Any Fund or Stock
Compare IPFCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IPFCX with funds that move differently
Poplar Forest Cornerstone Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IPFCX.
Explore IPFCX Diversifiers