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 371 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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | IPFCX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | IPFCX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | IPFCX vs BWBIX |
Best Risk-Adjusted Alternatives to IPFCX
IPFCX has a PortfoliosLab risk / return rank of 95. There are 5 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 | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | IPFCX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | IPFCX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | IPFCX vs FSRRX |
Top Performing IPFCX Alternatives (YTD)
IPFCX is at 13.47% YTD. There are 14 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | IPFCX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | IPFCX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | IPFCX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | IPFCX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | IPFCX vs MHELX |
Lowest Volatility Alternatives to IPFCX
IPFCX has 8.41% 1-year volatility. There are 239 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | IPFCX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | IPFCX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | IPFCX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | IPFCX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | IPFCX vs CSTAX |
Lowest Drawdown Alternatives to IPFCX
IPFCX has a 1-year max drawdown of -5.67%. There are 186 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
The 1 most viewed Poplar Forest 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 | 95 | 21.77% | — | Dec 2009 | IPFCX vs IPFPX |
Often Compared With IPFCX
Investors most often compare IPFCX with AAAAX, BERIX, PMAIX. These 20 comparison targets span 3 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