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Poplar Forest Partners Institutional (IPFPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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52.50+0.26 (+0.50%)
At close: 08:00PM EDT

Overall portfolio composition (%)

Cash2.93%
Stocks96.13%
Bonds0.94%
Others0.00%
Preferred0.00%
Convertible0.00%

Sector weightings (%)

Sector(s)
IPFPX
Basic materials
4.02%
Consumer cyclical
6.00%
Financial services
23.82%
Property
1.03%
Consumer defensive
9.29%
Healthcare
15.94%
Utilities
4.04%
Communication services
5.04%
Energy
10.44%
Industrials
6.77%
Technology
13.62%

Equity holdings

AverageIPFPXCategory average
Price/Earnings0.0619.27
Price/book0.532.64
Price/sales1.051.87
Price/Cash flow0.1213.6
Median market cap41,642.55114,057.18
3-year earnings growth8.6312.58

Bond holdings

AverageIPFPXCategory average
MaturityN/A3.96
DurationN/A2.61
Credit qualityN/AN/A

Bond ratings

Sector(s)IPFPX
US government1.88%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 10 holdings (42.21% of total assets)

Get quotes for top holdings
NameSymbol% assets
Equitable Holdings IncEQH5.42%
Allstate CorpALL4.70%
Tyson Foods Inc Class ATSN4.34%
National Fuel Gas CoNFG4.15%
Merck & Co IncMRK4.02%
CVS Health CorpCVS3.96%
Cencora IncCOR3.92%
Intel CorpINTC3.92%
International Business Machines CorpIBM3.92%
Dominion Energy IncD3.89%