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Poplar Forest Cornerstone Institutional (IPFCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.22-0.12 (-0.41%)
As of 08:05AM EDT. Market open.

Overall portfolio composition (%)

Cash6.71%
Stocks61.77%
Bonds29.81%
Others0.00%
Preferred1.72%
Convertible0.00%

Sector weightings (%)

Sector(s)
IPFCX
Basic materials
4.04%
Consumer cyclical
5.58%
Financial services
25.79%
Property
1.66%
Consumer defensive
8.51%
Healthcare
15.11%
Utilities
3.99%
Communication services
5.15%
Energy
8.97%
Industrials
7.21%
Technology
13.98%

Equity holdings

AverageIPFCXCategory average
Price/Earnings0.0623.97
Price/book0.543.32
Price/sales1.042.32
Price/Cash flow0.1215.25
Median market cap41,904.671,331.74
3-year earnings growth9.2714.71

Bond holdings

AverageIPFCXCategory average
Maturity9.545.41
Duration3.344.69
Credit qualityN/AN/A

Bond ratings

Sector(s)IPFCX
US government19.79%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 9 holdings (26.37% of total assets)

Get quotes for top holdings
NameSymbol% assets
Morgan Stanley Instl Lqudty Trs InstlMISXX4.39%
Equitable Holdings IncEQH3.22%
Allstate CorpALL2.96%
Citigroup IncC2.94%
National Fuel Gas CoNFG2.65%
Fidelity National Information Services IncFIS2.62%
CVS Health CorpCVS2.59%
Tyson Foods Inc Class ATSN2.51%
Cencora IncCOR2.49%