Poplar Forest Nerstone Fund Quote
| IPFCX Fund | USD 30.82 0.21 0.69% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Poplar Forest is trading at 30.82 as of the 25th of November 2024; that is 0.69 percent up since the beginning of the trading day. The fund's open price was 30.61. Poplar Forest has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Poplar Forest Nerstone are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of February 2024 and ending today, the 25th of November 2024. Click here to learn more.
The fund seeks to deliver superior, risk-adjusted returns over full market cycles, by building a balanced portfolio of debt and equity securities that aims to generate returns that exceed the Consumer Price Index by 3 percent per year while preserving capital. More on Poplar Forest Nerstone
Moving together with Poplar Mutual Fund
Poplar Mutual Fund Highlights
| Fund Concentration | Poplar Forest Capital Funds, Large Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, Poplar Forest Capital (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of January 2023 |
| Fiscal Year End | September |
Poplar Forest Nerstone [IPFCX] is traded in USA and was established 25th of November 2024. Poplar Forest is listed under Poplar Forest Capital category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of Poplar Forest Capital family. This fund currently has accumulated 31.56 M in assets under management (AUM) with minimum initial investment of 100 K. Poplar Forest Nerstone is currently producing year-to-date (YTD) return of 9.72% with the current yeild of 0.03%, while the total return for the last 3 years was 5.26%.
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 Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Poplar Forest Nerstone Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Poplar Forest Nerstone Mutual Fund Constituents
| ABC | AmerisourceBergen | Stock | Health Care | |
| WFC | Wells Fargo | Stock | Financials | |
| TPR | Tapestry | Stock | Consumer Discretionary | |
| T | ATT Inc | Stock | Communication Services | |
| NUE | Nucor Corp | Stock | Materials | |
| MS | Morgan Stanley | Stock | Financials | |
| MRK | Merck Company | Stock | Health Care | |
| KR | Kroger Company | Stock | Consumer Staples |
Poplar Forest Nerstone Risk Profiles
| Mean Deviation | 0.3585 | |||
| Semi Deviation | 0.2704 | |||
| Standard Deviation | 0.4733 | |||
| Variance | 0.224 |
Poplar Forest Against Markets
Other Information on Investing in Poplar Mutual Fund
Poplar Forest financial ratios help investors to determine whether Poplar Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Poplar with respect to the benefits of owning Poplar Forest security.
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |