Poplar Forest Partners Fund Inst (IPFPX)
59.51
-0.82
(-1.36%)
USD |
May 15 2026
IPFPX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 1.23% |
| Stock | 97.71% |
| Bond | 0.95% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.11% |
Market Capitalization
As of March 31, 2026
| Large | 30.68% |
| Mid | 28.66% |
| Small | 40.67% |
Region Exposure
| Americas | 98.69% |
|---|---|
|
North America
|
98.69% |
| United States | 98.69% |
|
Latin America
|
0.00% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 0.00% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
0.00% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 1.31% |
|---|
Stock Sector Exposure
| Cyclical |
|
36.39% |
| Materials |
|
6.76% |
| Consumer Discretionary |
|
7.90% |
| Financials |
|
18.89% |
| Real Estate |
|
2.84% |
| Sensitive |
|
27.82% |
| Communication Services |
|
4.92% |
| Energy |
|
3.71% |
| Industrials |
|
11.29% |
| Information Technology |
|
7.90% |
| Defensive |
|
33.60% |
| Consumer Staples |
|
4.34% |
| Health Care |
|
20.20% |
| Utilities |
|
9.06% |
| Not Classified |
|
2.18% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
2.18% |
As of March 31, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |