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14 important things you should know about Poplar Forest Capital IPFPX mutual fund

Updated: September 11, 2021
17
Bull Case
  • No sales load or distribution fees
Bear Case
  • Low net assets
  • 3-year return below the benchmark
  • 5-year return below the benchmark
  • 10-year return below the benchmark
  • High expense ratio

Before we start: if you’re looking for IPFPX “stock” price, you can quickly find it out by visiting Finny and typing "IPFPX quote". If you’re looking for a quick scoop on IPFPX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "IPFPX". You’ll get all this info in one place.

Are you looking to buy or sell IPFPX? Or perhaps you’re looking for IPFPX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this IPFPX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: IPFPX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: IPFPX buy or sell; the pros and cons of investing in IPFPX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to IPFPX.

And here is the list of questions we’ll answer:

  1. Describe Advisors Series Trust: Poplar Forest Partners Fund; Institutional Class Shares (IPFPX).
  2. What are IPFPX holdings?
  3. What is IPFPX performance? What are IPFPX historical returns?
  4. How many up and down years did IPFPX have historically?
  5. What is IPFPX dividend yield?
  6. What is IPFPX minimum initial investment amount?
  7. What is IPFPX expense ratio?
  8. Does IPFPX have any sales loads or 12b-1 distribution expenses?
  9. What is IPFPX tax efficiency (tax-cost ratio)?
  10. What is IPFPX Sharpe ratio?
  11. What is IPFPX Finny Score? IPFPX buy or sell?
  12. What are the pros of investing in IPFPX? What are IPFPX buy reasons?
  13. What are the cons of investing in IPFPX? What are IPFPX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe Advisors Series Trust: Poplar Forest Partners Fund; Institutional Class Shares (IPFPX).

The Fund seeks long-term growth of capital. The Fund invests primarily in the common stocks of underappreciated companies and industries. The Fund will generally focus on 25 to 35 companies with market capitalizations among the top 1,000 companies in the United States.

2. What are IPFPX top holdings?

IPFPX has 30 stock holdings and 0 bond holdings.

The top 10 holdings represent 44.65% of total assets. Here are the top holdings:

Name Symbol % Assets
Advance Auto Parts Inc AAP 5.79%
AmerisourceBergen Corp ABC 5.02%
CVS Health Corp CVS 4.51%
International Business Machines Corp IBM 4.47%
Merck & Co Inc MRK 4.43%
E*TRADE Financial Corp N/A 4.19%
Equitable Holdings Inc EQH 4.11%
AT&T Inc T 4.09%
Nucor Corp NUE 4.07%
American International Group Inc AIG 3.97%

3. What is IPFPX performance? What are IPFPX historical returns?

IPFPX has generated the following returns:

  • 1-month return is 0.37%;
  • 3-month return is -2.74%;
  • 1-year return is -2.74%;
  • 3-year return is 8.36%;
  • 5-year return is 8.75%;
  • 10-year return is 12.59%.

4. How many up and down years did IPFPX have historically?

In the last 10 years, IPFPX had 6 up years and 4 down years.

IPFPX up and down years

5. What is IPFPX dividend yield?

IPFPX yield is 1.81%.

6. What is IPFPX minimum initial investment amount?

IPFPX minimum initial investment amount is $1.00M.

7. What is IPFPX expense ratio?

IPFPX expense ratio is 1%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

IPFPX expenses

8. Does IPFPX have any sales loads or 12b-1 distribution expenses?

IPFPX 12b-1 distribution fee is 0. IPFPX front-end sales load is 0. IPFPX back-end sales load is 0.

9. What is IPFPX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 0.96%;
  • 3-year ax cost ratio is 1.53%.
IPFPX tax costs

10. What is IPFPX Sharpe ratio?

  • 3-year Sharpe ratio is -0.21;
  • 5-year Sharpe ratio is 0.08;
  • 10-year Sharpe ratio is 0.41.
IPFPX Sharpe ratio

Analysis

11. What is Finny Score? buy or sell?

Finny Score is 17. Our quantitative analysis shows 1 reason to buy and 5 reasons to sell it, resulting in the Finny Score of 17.

12. What are the pros of investing in IPFPX? What are IPFPX buy reasons?

The following are IPFPX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

13. What are the cons of investing in IPFPX? What are IPFPX negatives?

The following are IPFPX weaknesses from our perspective:

  • IPFPX net assets are $295.70 million. This fund is not a popular choice with retail investors.
  • IPFPX 3-year return is 8.36%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 18.19%.
  • IPFPX 5-year return is 8.75%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 17.99%.
  • IPFPX 10-year return is 12.59%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 16.81%.
  • IPFPX expense ratio is 1%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the IPFPX review, we covered IPFPX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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