VVISX – Vulcan Value Partners Small Cap Instl Investment Strategy | Morningstar

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Strategy

The investment seeks to achieve long-term capital appreciation. The fund seeks to achieve long-term capital appreciation by purchasing securities of publicly traded small-cap companies that Vulcan Value Partners,LLC believes to be both undervalued and possessing a quality that gives a company a non-temporary advantage over its peers. Under normal circumstances,at least eighty percent (80%) of the fund’s net assets are invested in small-cap companies. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
VVPSX	Vulcan Value Partners Small Cap Fund	No Load	Open			Dec 30, 2009	$21.30M	1.150%	Average	$5,000	−$8.03M
VVISX	Vulcan Value Partners Small Cap Fund Institutional Class Shares	Institutional	Open			May 1, 2019	$52.23M	1.000%	Average	$1M	−$42.65M

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