Loading...
RESOURCES 2020-06-03T14:53:48+00:00

Poplar Forest Fund Documents

Before you invest with us, please click on the links below for more detailed information on the funds.

Fund Summary Prospectus Statement of

Add’l Info

 Annual Report Semi- Annual

Report

 Fact Sheet
Poplar Forest Partners Fund January 2020 January 2020 Sept 2019 March 2020 Fact Sheet
Poplar Forest Cornerstone Fund January 2020 January 2020 Sept 2019 March 2020 Fact Sheet

Applications

New Accounts (Non-IRA)

Regular Application – Class A

Regular Application – Class I

Coverdell Savings Application

IRA Accounts

IRA Application – Class A

 IRA Application – Class I

 IRA Transfer Form – Class A

IRA Transfer Form – Class I

IRA Disclosure Statement

Entity Accounts

Entity Application – Class A

Entity Application – Class I

Beneficial Ownership Form

Other Documents

Breakpoints and Sales Load

Prospectus

2019 Tax Form Supplement

Investment Glossary

CONTACT US

Poplar Forest Capital

Stay Informed: Get the Latest Updates

  • This field is for validation purposes and should be left unchanged.

Mutual fund investing involves risk. Principal loss is possible. Investments in the Poplar Forest Funds include risks associated with debt securities, foreign and emerging market securities, fixed income securities, small and medium companies and options. See the prospectus for additional information about the risks of investing in the Funds.

Before you invest in the Poplar Forest Funds, please refer to the prospectus for important information about the investment company, including investment objectives, risks, charges and expenses. You may also obtain a hard copy of the prospectus by calling 1-877-522-8860. The prospectus should be read carefully before you invest or send money.

The Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of the Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. References to other mutual funds should not to be considered an offer to buy or sell these securities.

Poplar Forest Capital, LLC, is the adviser to the Poplar Forest Funds, which are distributed by Quasar Distributors, LLC.

Investment Glossary

© Copyright 2019 Poplar Forest Capital