PFPFX Mutual Fund
PFPFX Mutual Fund
Poplar Forest Partners Fund Class A

PFPFX Mutual Fund Overview
PFPFX Mutual Fund (Poplar Forest Partners Fund Class A) is managed by Poplar Forest Capital with $50.1M in net assets. PFPFX expense ratio is 1.21%, holding 33 positions across sectors including Health Care, Financials, Industrials. Inception date: 2009-12-31.
PFPFX performance shows a YTD return of 19.25%. The 1-year return is 35.57% and the 5-year return is 11.78%. PFPFX dividend yield stands at 7.65%, paid annually.
PFPFX 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 PFPFX holdings, sector breakdown, or dividend history.
PFPFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PFPFX alternatives are available via the screener, along with tax-loss harvesting opportunities.