Vulcan Value Partners Large Cap Value leaves more to be desired. The strategy warrants Morningstar Medalist Ratings of Neutral across the separate account and mutual fund.
Vulcan Value Partners VVPLX
- NAV / 1-Day Return 24.94 / +0.93 %
- Total Assets 679.1 Mil
-
Adj. Expense Ratio
1.080%
- Expense Ratio 1.080%
- Distribution Fee Level High
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 5,000
- Status Open
- TTM Yield 0.04%
- Turnover 40%
USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:18 PM GMT+0
Morningstar’s Analysis VVPLX
Will VVPLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 46.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
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Skyworks Solutions Inc | 4.12 | 31.4 Mil | Technology |
Ares Management Corp Ordinary Shares - Class A | 4.10 | 31.3 Mil | Financial Services |
Qorvo Inc | 4.07 | 31.1 Mil | Technology |