MENU
+Compare
IPFCX
Mutual Fund ticker: NASDAQ
AS OF
Jun 12 closing price
Price
$29.33
Change
+$0.16 (+0.55%)
Net Assets
31.35M

IPFCX Poplar Forest Cornerstone Investor Forecast, Technical & Fundamental Analysis

The investment seeks to achieve current income and long-term growth of capital... Show more

Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are International Business Machines Corp (NYSE:IBM), Citigroup (NYSE:C), CVS HEALTH Corp (NYSE:CVS), Intel Corp (NASDAQ:INTC).

Industry description

The investment seeks to achieve current income and long-term growth of capital. 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% per year while preserving capital. A full market cycle is deemed to be a multi-year period including a period of material increase in the U.S. stock market (a "bull market") and a period of material decline in the U.S. stock market (a "bear market").

Market Cap

The average market capitalization across the Poplar Forest Cornerstone Investor MF is 105.22B. The market cap for tickers in the group ranges from 12.53B to 261.19B. IBM holds the highest valuation in this group at 261.19B. The lowest valued company is EQH at 12.53B.

Volume

The average weekly volume growth across all stocks in the Poplar Forest Cornerstone Investor MF was -1%. For the same stocks of the MF, the average monthly volume growth was -15% and the average quarterly volume growth was 10%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 34
P/E Growth Rating: 49
Price Growth Rating: 35
SMR Rating: 54
Profit Risk Rating: 38
Seasonality Score: -11 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Aggressive Allocation
Address
C/O U.S BANCORP FUND SERVICES, LLC615 E MICHIGAN STREETMILWAUKEE
Phone
414-765-5340
Web
www.poplarforestfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PPSRX19.600.10
+0.51%
Principal Large Cap Value III R5
GCMTX34.730.12
+0.35%
Goldman Sachs Mid Cap Value Inv
PRWCX36.330.10
+0.28%
T. Rowe Price Capital Appreciation
STRBX19.04N/A
N/A
Sterling Capital Behav Sm Cp Val Eq R6
MAVKX13.72N/A
N/A
MoA Small Cap Value Fund

IPFCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IPFCX has been closely correlated with CIMFX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if IPFCX jumps, then CIMFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IPFCX
1D Price
Change %
IPFCX100%
+0.55%
CIMFX - IPFCX
88%
Closely correlated
+0.46%
RIDFX - IPFCX
85%
Closely correlated
+0.46%
RIDAX - IPFCX
85%
Closely correlated
+0.50%
AMEFX - IPFCX
85%
Closely correlated
+0.50%
IFAFX - IPFCX
85%
Closely correlated
+0.50%
More