Poplar Mutual Fund Quote

PFPFX -  USA Fund  

USD 59.16  0.29  0.49%

Poplar Forest is trading at 59.16 as of the 25th of October 2021; that is 0.49 percent increase since the beginning of the trading day. The fund's open price was 58.87. Poplar Forest has about a 36 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading 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 25th of September 2021 and ending today, the 25th of October 2021. Click here to learn more.
 Market Performance
5 of 100
  Odds Of Distress
Less than 36
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. Poplar Forest is traded on NASDAQ Exchange in the United States.. More on Poplar Forest Partners

Poplar Forest 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. If you consider yourself one of those investors, make sure you clearly understand your entering position. 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.
Poplar Forest Partners generated five year return of -2.0%
This fund maintains 98.95% of its assets in stocks
Legal NamePoplar Forest Partners
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Poplar Forest's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong SellOvervalued
Beta In Three Year1.32
Startdate31st of December 2009
Poplar Forest Partners [PFPFX] is traded in USA and was established 25th of October 2021. The fund is listed under Large Value category and is part of Poplar Forest Capital family. Poplar Forest Partners at this time has accumulated 320.4 M in assets with minimum initial investment of 25 K. , while the total return for the last 3 years was -5.31%.
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 Forest , and the less return is expected.

Top Poplar Forest Partners Constituents

Poplar Forest Target Price Odds Analysis

What are Poplar Forest's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Poplar Forest jumping above the current price in 90 days from now is under 4%. 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 Partners has a beta of -0.1532 indicating as returns on benchmark increase, returns on holding Poplar Forest are expected to decrease at a much lower rate. During the bear market, however, Poplar Forest Partners is likely to outperform the market. Additionally, the company has an alpha of 0.0701, implying that it can generate a 0.0701 percent excess return over DOW after adjusting for the inherited market risk (beta).
 Odds Down 59.16HorizonTargetOdds Up 59.16 
96.77%90 days
Based on a normal probability distribution, the odds of Poplar Forest to move above the current price in 90 days from now is under 4 (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.

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.

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 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.

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Probability Of Bankruptcy

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Please check Your Equity Center. 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 Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.

Complementary Tools for Poplar Mutual Fund analysis

When running Poplar Forest Partners price analysis, check to measure Poplar Forest's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Poplar Forest is operating at the current time. Most of Poplar Forest's value examination focuses on studying past and present price action to predict the probability of Poplar Forest's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Poplar Forest's price. Additionally, you may evaluate how the addition of Poplar Forest to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Poplar Forest's value and its price as these two are different measures arrived at by different means. Investors typically determine Poplar Forest value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Poplar Forest's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.