3 / 5 Stars
5 5 3 2 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 28.48 percent over the past year, and 18.45 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||9.7%|
|3 Years (Annualized)||18.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund invests primarily in the common stocks of underappreciated companies and industries. It will generally focus on 25 to 35 companies (i) with an investment grade debt rating, (ii) with a history of paying common stock dividends, and (iii) with a market capitalization among the top 1,000 companies in the United States. The fund may also invest up to 25% of its net assets in government and corporate debt securities of any maturity. It also may invest up to 15% of its net assets in foreign equity securities.
Fees are Low compared to funds in the same category.
Poplar Forest Partners Fund has an expense ratio of 1.25 percent.
Risk is High compared to funds in the same category according to Morningstar.