Poplar Forest Partners Fund (IPFPX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IPFPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IPFPX
IPFPX charges 0.95% annually. There are 221 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | IPFPX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | IPFPX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | IPFPX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | IPFPX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | IPFPX vs VVIAX |
Best Risk-Adjusted Alternatives to IPFPX
IPFPX has a PortfoliosLab risk / return rank of 91. There are 31 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | IPFPX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | IPFPX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | IPFPX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | IPFPX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | IPFPX vs AVLVX |
Top Performing IPFPX Alternatives (YTD)
IPFPX is at 20.55% YTD. There are 10 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | IPFPX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | IPFPX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | IPFPX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | IPFPX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | IPFPX vs YAFFX |
Lowest Volatility Alternatives to IPFPX
IPFPX has 12.70% 1-year volatility. There are 255 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | IPFPX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | IPFPX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | IPFPX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | IPFPX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | IPFPX vs TMMAX |
Lowest Drawdown Alternatives to IPFPX
IPFPX has a 1-year max drawdown of -8.31%. There are 242 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | IPFPX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | IPFPX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | IPFPX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | IPFPX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | IPFPX vs SVAIX |
Other Mutual Funds from Poplar Forest Capital
The 1 most viewed Poplar Forest Capital mutual funds shown here include IPFCX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Poplar Forest Cornerstone Fund | Diversified Portfolio | 90 | 12.86% | — | Dec 2014 | IPFPX vs IPFCX |
Often Compared With IPFPX
Investors most often compare IPFPX with HWAIX, GQHPX, TWEIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare IPFPX with Any Fund or Stock
Compare IPFPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IPFPX with funds that move differently
Poplar Forest Partners Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IPFPX.
Explore IPFPX Diversifiers