Poplar Forest Partners Fund Quote
| PFPFX Fund | USD 51.90 0.06 0.12% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Poplar Forest is trading at 51.90 as of the 17th of April 2024; that is 0.12 percent up since the beginning of the trading day. The fund's open price was 51.84. Poplar Forest has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Poplar Forest Partners are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 22nd of July 2023 and ending today, the 17th of April 2024. Click here to learn more.
The fund seeks to deliver superior, risk-adjusted returns over full market cycles, by investing primarily in the common stocks of underappreciated companies and industries. It generally focuses on 25 to 35 companies with an investment grade debt rating, a history of paying common stock dividends, and a market capitalization among the top 1,000 companies in the United States.. More on Poplar Forest Partners
Moving together with Poplar Mutual Fund
| 0.98 | IPFCX | Poplar Forest Nerstone | PairCorr |
| 1.0 | IPFPX | Poplar Forest Partners | PairCorr |
| 0.99 | VVIAX | Vanguard Value Index | PairCorr |
| 0.96 | DOXGX | Dodge Cox Stock | PairCorr |
| 0.97 | FFMMX | American Funds American | PairCorr |
| 0.96 | FFFMX | American Funds American | PairCorr |
Poplar Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Poplar Forest's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Poplar Forest or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Poplar Forest Capital Funds, Large Funds, Large Value Funds, Large Value, Poplar Forest Capital (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 28th of January 2023 |
| Fiscal Year End | September |
Poplar Forest Partners [PFPFX] is traded in USA and was established 17th of April 2024. Poplar Forest is listed under Poplar Forest Capital category by Fama And French industry classification. The fund is listed under Large Value category and is part of Poplar Forest Capital family. This fund at this time has accumulated 319.17 M in assets with minimum initial investment of 25 K. Poplar Forest Partners is currently producing year-to-date (YTD) return of 4.28% with the current yeild of 0.02%, while the total return for the last 3 years was 6.97%.
Check Poplar Forest Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Poplar Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Poplar Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Poplar Forest Partners Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Poplar Forest Partners Mutual Fund Constituents
| NUE | Nucor Corp | Stock | Materials |
| DXC | DXC Technology Co | Stock | Information Technology |
| AAP | Advance Auto Parts | Stock | Consumer Discretionary |
| ALLY | Ally Financial | Stock | Financials |
| WFC | Wells Fargo | Stock | Financials |
| MRK | Merck Company | Stock | Health Care |
| ACM | Aecom Technology | Stock | Industrials |
Poplar Forest Target Price Odds Analysis
Based on a normal probability distribution, the odds of Poplar Forest jumping above the current price in 90 days from now is about 48.95%. The Poplar Forest Partners probability density function shows the probability of Poplar Forest mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Poplar Forest has a beta of 0.8398 indicating as returns on the market go up, Poplar Forest average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Poplar Forest Partners will be expected to be much smaller as well. Additionally, poplar Forest Partners has an alpha of 0.0105, implying that it can generate a 0.0105 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Poplar Forest to move above the current price in 90 days from now is about 48.95 (This Poplar Forest Partners probability density function shows the probability of Poplar Mutual Fund to fall within a particular range of prices over 90 days) .
Poplar Forest Partners Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Poplar Forest market risk premium is the additional return an investor will receive from holding Poplar Forest long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Poplar Forest. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Poplar Forest's alpha and beta are two of the key measurements used to evaluate Poplar Forest's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4934 | |||
| Semi Deviation | 0.5336 | |||
| Standard Deviation | 0.6604 | |||
| Variance | 0.4361 |
Poplar Forest Against Markets
Picking the right benchmark for Poplar Forest mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Poplar Forest mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Poplar Forest is critical whether you are bullish or bearish towards Poplar Forest Partners at a given time. Please also check how Poplar Forest's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Poplar Forest without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Portfolio File Import Now
Portfolio File ImportQuickly import all of your third-party portfolios from your local drive in csv format |
| All Next | Launch Module |
How to buy Poplar Mutual Fund?
Before investing in Poplar Forest, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Poplar Forest. To buy Poplar Forest fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Poplar Forest. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Poplar Forest fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Poplar Forest Partners fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Poplar Forest Partners fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Poplar Forest Partners, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Poplar Forest Partners?
The danger of trading Poplar Forest Partners is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Poplar Forest is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Poplar Forest. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Poplar Forest Partners is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Poplar Forest Partners. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Poplar Forest Partners information on this page should be used as a complementary analysis to other Poplar Forest's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Transaction History module to view history of all your transactions and understand their impact on performance.