IPFPX Mutual Fund (Poplar Forest Partners Fund Institutional Class) is managed by Poplar Forest Capital with $333.3M in net assets. IPFPX expense ratio is 0.96%, holding 33 positions across sectors including Health Care, Financials, Industrials. Inception date: 2009-12-31.

IPFPX performance shows a YTD return of 19.08%. The 1-year return is 35.89% and the 5-year return is 12.06%. IPFPX dividend yield stands at 7.85%, paid annually.

IPFPX top holdings include United Therapeutics Corp (6.1%), Citigroup Inc. (5.5%), National Fuel Gas Co (5.0%), AT&T Inc. (4.9%), Allstate Corp. (4.5%). View all IPFPX holdings, sector breakdown, or dividend history.

IPFPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IPFPX alternatives are available via the screener, along with tax-loss harvesting opportunities.