PFPFX : Poplar Forest Partners Fund Class A

PFPFX is a US Stocks Market Large Value with HIGH fees.

PFPFX

Poplar Forest Partners Fund Class A

FI Score

30 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

8 /10

Market Size

4 /10

30% FI Score
  • pfpfx
  • Mutual Fund
  • US Stocks
  • Large Value

Poplar Forest Partners Fund Class A

Expenses: 1.25% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital. 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 (i) an investment grade debt rating, (ii) a history of paying common stock dividends, and (iii) a market capitalization among the top 1,000 companies in the United States.

Largest Holdings

Amount Holding
6.46% AmerisourceBergen Corp
5.48% CVS Health Corp
5.41% Eli Lilly and Co
5.37% Merck & Co Inc
5.29% Conagra Brands Inc
4.95% The Kroger Co
4.75% International Business Machines Corp
4.33% AT&T Inc
4.21% Advance Auto Parts Inc
3.84% Equitable Holdings Inc
3.78% Bank of America Corp
3.35% Qualcomm Inc
3.33% E*TRADE Financial Corp
3.20% CenturyLink Inc
3.14% Newell Brands Inc
2.61% Lincoln National Corp
2.37% Ally Financial Inc
2.29% American International Group Inc
2.20% Baker Hughes Co Class A
2.03% Reliance Steel & Aluminum Co
1.90% Hewlett Packard Enterprise Co
1.74% DXC Technology Co
1.72% Carnival Corp
1.70% Noble Energy Inc
1.64% Nucor Corp

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