IPFCX Mutual Fund

IPFCX Mutual Fund (Poplar Forest Cornerstone Fund -Investor Class) is managed by Poplar Forest Capital with $36.5M in net assets. IPFCX expense ratio is 0.90%, holding 77 positions across sectors including Financials, Health Care, Industrials. Inception date: 2014-12-31.

IPFCX performance shows a YTD return of 10.22%. The 1-year return is 14.62% and the 5-year return is 9.27%. IPFCX dividend yield stands at 8.47%, paid annually.

IPFCX top holdings include First Am Treas Obli-X (5.5%), Citigroup Inc. (3.3%), United Therapeutics Corp (3.0%), Intel Corporation (2.9%), Merck & Company Inc (2.8%). Go to all IPFCX holdings, IPFCX sectors, or IPFCX dividends.

IPFCX can be compared against other funds. Use IPFCX overlap to find shared positions, or IPFCX vs another fund for a side-by-side view. IPFCX alternatives are available via the screener, along with tax-loss harvesting opportunities.