Poplar Forest Partners Fund

Class Other (IPFPX)
Scorecard
5 / 5 Stars
Lipper
5 5 3 2 3
Zacks Investment Research
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Standard & Poor's
5 / 5 Stars
TheStreet.com
A- (Buy)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 3.95 0.0 3.95
Stocks 90.58 0.0 90.58
Bonds 0.0 0.0 0.0
Other 0.0 0.01 -0.01
Foreign Bonds 0.0 0.0 0.0
Foreign Stocks 5.48 0.0 5.48
Convertible 0.0 0.0 0.0
Preferred 0.0 0.0 0.0

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
Hewlett-Packard Co HPQ 23.25 5.51
Baker Hughes Inc BHI 35.41 4.59
Halliburton Co HAL 40.2 4.44
Microsoft Corp MSFT 13.42 4.44
Aetna Inc AET 20.29 4.38
Eli Lilly and Co LLY 24.47 4.18
TE Connectivity Ltd TEL 15.95 4.03
Lincoln National Corp (Radnor PA) LNC 1.61 4.0
Baxter International Inc BAX 7.51 3.95
Bank of America Corporation BAC 0.32 3.87

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