Poplar Forest Fund Documents
Before you invest with us, please review the documents below for more detailed information on the funds.
| Summary
Prospectus |
Statement of
Add’l Info |
Fact Sheet | Semi-Annual
Report |
6/30/2026
Holdings |
12/31/2025
Holdings |
|
|---|---|---|---|---|---|---|
| Partners Fund | February 2026 | January 2026 | Fact Sheet | March 2026 | Holdings | Holdings |
| Cornerstone Fund | February 2026 | January 2026 | Fact Sheet | March 2026 | Holdings | Holdings |
Applications
New Accounts (Non-IRA)
IRA Accounts
Entity Accounts
Annual Shareholder Reports
Annual Financial Statements & Additional Information
Tailored Shareholder Report: Partners Fund, Class A – September 2025
Tailored Shareholder Report: Partners Fund, Class A – March 2026 Semi-Annual
Tailored Shareholder Report: Partners Fund, Institutional Class – September 2025
Tailored Shareholder Report: Partners Fund, Institutional Class – March 2026 Semi-Annual
Tailored Shareholder Report: Cornerstone Fund, Investor Class – September 2025
Tailored Shareholder Report: Cornerstone Fund, Investor Class – March 2026 Semi-Annual