Poplar Forest Partners Fund Manager Performance Evaluation
| IPFPX Fund | USD 55.65 0.11 0.20% |
The fund holds a Beta of 0.75, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Poplar Forest's returns are expected to increase less than the market. However, during the bear market, the loss of holding Poplar Forest is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Poplar Forest Partners are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Poplar Forest showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 13th of April 2025 | |
| Expense Ratio | 0.9600 |
Poplar |
Poplar Forest Relative Risk vs. Return Landscape
If you would invest 4,728 in Poplar Forest Partners on November 2, 2025 and sell it today you would earn a total of 837.00 from holding Poplar Forest Partners or generate 17.7% return on investment over 90 days. Poplar Forest Partners is currently producing 0.2755% returns and takes up 1.2918% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Poplar, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Poplar Forest Current Valuation
Undervalued
Today
Please note that Poplar Forest's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Poplar Forest Partners holds a recent Real Value of $57.75 per share. The prevailing price of the fund is $55.65. We determine the value of Poplar Forest Partners from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Poplar Forest is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Poplar Mutual Fund. However, Poplar Forest's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 55.65 | Real 57.75 | Hype 43.83 | Naive 55.94 |
The intrinsic value of Poplar Forest's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Poplar Forest's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Poplar Forest Partners helps investors to forecast how Poplar mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Poplar Forest more accurately as focusing exclusively on Poplar Forest's fundamentals will not take into account other important factors: Poplar Forest Target Price Odds to finish over Current Price
The tendency of Poplar Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 55.65 | 90 days | 55.65 | about 14.1 |
Based on a normal probability distribution, the odds of Poplar Forest to move above the current price in 90 days from now is about 14.1 (This Poplar Forest Partners probability density function shows the probability of Poplar Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Poplar Forest has a beta of 0.75. This usually indicates as returns on the market go up, Poplar Forest average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Poplar Forest Partners will be expected to be much smaller as well. Additionally Poplar Forest Partners has an alpha of 0.1766, implying that it can generate a 0.18 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Poplar Forest Price Density |
| Price |
Predictive Modules for Poplar Forest
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Poplar Forest Partners. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Poplar Forest Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Poplar Forest is not an exception. The market had few large corrections towards the Poplar Forest's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Poplar Forest Partners, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Poplar Forest within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.18 | |
β | Beta against Dow Jones | 0.75 | |
σ | Overall volatility | 3.57 | |
Ir | Information ratio | 0.13 |
Poplar Forest Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Poplar Forest for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Poplar Forest Partners can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: BlackRock MuniHoldings New York Quality Fund, Inc. Sees Large Growth in Short Interest - MarketBeat | |
| The fund retains 97.14% of its assets under management (AUM) in equities |
Poplar Forest Fundamentals Growth
Poplar Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Poplar Forest, and Poplar Forest fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Poplar Mutual Fund performance.
| Price To Earning | 15.66 X | |||
| Price To Book | 1.32 X | |||
| Price To Sales | 1.00 X | |||
| Total Asset | 295.58 M | |||
About Poplar Forest Performance
Evaluating Poplar Forest's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Poplar Forest has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Poplar Forest has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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 an investment grade debt rating, a history of paying common stock dividends, and a market capitalization among the top 1,000 companies in the United States.Things to note about Poplar Forest Partners performance evaluation
Checking the ongoing alerts about Poplar Forest for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Poplar Forest Partners help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: BlackRock MuniHoldings New York Quality Fund, Inc. Sees Large Growth in Short Interest - MarketBeat | |
| The fund retains 97.14% of its assets under management (AUM) in equities |
- Analyzing Poplar Forest's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Poplar Forest's stock is overvalued or undervalued compared to its peers.
- Examining Poplar Forest's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Poplar Forest's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Poplar Forest's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Poplar Forest's mutual fund. These opinions can provide insight into Poplar Forest's potential for growth and whether the stock is currently undervalued or overvalued.
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.
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