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PFPFX

Poplar Forest Partners Fund Class A
1W: -0.7% 1M: -4.9% 3M: -2.1% YTD: +17.6% 1Y: +23.7% 3Y: +72.5% 5Y: +70.1%
$64.34
+0.10 (+0.16%)
 
Weekly Expected Move ±1.4%
$62 $63 $64 $65 $66
ETF NASDAQ · AUM $367.6M

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20 peers by holdings overlap (33 holdings)
FVALX
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19.9%
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PZFVX
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TSWEX
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BDJ
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RYZAX
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Shared16 holdings
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LOMAX
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13.9%
Shared6 holdings
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MNDFX
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13.9%
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BMCIX
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INUTX
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LOGSX
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IDIVX
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Shared8 holdings
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CHDEX
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11.9%
Shared5 holdings
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TIBAX
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GDIIX
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PRFDX
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VWNDX
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HFCVX
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Shared6 holdings
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HGHAX
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OAKMX
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NEFOX
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Fundamentals Comparison

ETF AUM Holdings Top 10 Wt P/E P/B P/S ROE Net Margin Div Yield Rev Growth EPS Growth IS Score Piotroski
PFPFX $368M 31 46.8% 14.7 1.9 0.9 12.0% 5.3% 2.42% +8.0% +38.4% 54.2 6.1
FVALX $5M 35 23.2% 12.0 1.9 0.9 15.2% 7.3% 3.12% +7.8% +12.7% 49.6 5.8
PZFVX $1.5B 34 42.1% 8.3 1.0 0.6 11.5% 7.2% 2.62% +27.9% +30.5% 51.2 6.4
TSWEX $35M 40 38.3% 11.8 1.5 1.3 12.4% 10.1% 2.51% +9.8% +21.2% 48.5 5.9
BDJ $1.7B 83 25.2% 0.1 0.0 0.0 31.4% 30.8% 2.31% +16.2% +49.6% 51.8 6.3
RYZAX $10M 121 36.9% 12.5 1.4 0.5 9.5% 3.4% 2.77% +13.5% +15.8% 46.1 6.0
LOMAX $117M 51 41.5% 12.5 1.8 1.1 14.9% 8.7% 2.76% +17.3% +25.4% 44.9 6.3
MNDFX $129M 115 28.4% 12.2 1.9 1.2 15.2% 9.2% 2.64% +12.7% +17.2% 57.9 6.2
BMCIX $2.0B 94 18.0% 0.0 0.0 0.0 31.4% 30.8% 2.15% +14.7% +47.3% 51.2 6.2
INUTX $2.4B 82 25.4% 13.3 2.2 1.7 16.9% 12.4% 3.28% +14.9% +21.3% 48.5 6.2
LOGSX $53M 30 106.7% 14.8 4.5 1.0 30.5% 6.5% 1.34% +10.9% +37.0% 70.2 6.6

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms