Poplar Forest Partners Institutional (IPFPX)
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Poplar Forest Partners Institutional
MILWAUKEE WI 53202
615 E MICHIGAN STREET
C/O U.S BANCORP FUND SERVICES, LLC
414-765-5340
Management Information
Derek S. Derman,Lead Manager since March 30, 2022
In addition to his analyst responsibilities, Derek is co-portfolio manager for the Large Cap Value and Balanced strategies. Before joining Poplar Forest in 2011, Derek spent 16 years in the financial services industry, including six years as a managing director and co-portfolio manager at Trust Company of the West. Prior to TCW, he spent four years with Provident Investment Counsel as a senior vice president and co-portfolio manager of the Large Cap Flexible Growth and Concentrated Growth Funds. He also served as a sell-side analyst covering financial services for Wedbush Securities. Derek earned a Master of Business Administration from Cornell University in 1995, and received a B.A. in Economics from the University of California, San Diego in 1991. He has held the designation of Chartered Financial Analyst since 1997.
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Morningstar Category
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Fund Overview
CategoryLarge Value
Fund FamilyPoplar Forest Capital
Net Assets331.78M
YTD Return9.58%
Yield2.15%
Morningstar Rating★★
Inception DateDec 30, 2009
Fund Operations
Last Dividend1.19
Last Cap Gain18.00
Holdings Turnover35.12%
Average for CategoryN/A
Fees & Expenses
ExpenseIPFPXCategory Average
Annual Report Expense Ratio (net)0.95%0.94%
Prospectus Net Expense Ratio0.95%N/A
Prospectus Gross Expense Ratio1.05%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.24%
Max Deferred Sales LoadN/A1.29%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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