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Morningstar

Vulcan Value Partners VVPLX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 18.88  /  0.16 %
  • Total Assets 949.6 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.060%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 49%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis VVPLX

Will VVPLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VVPLX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the VVPLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of VVPLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An unusually lopsided portfolio these days.

Analyst

Summary

| by Paul Ruppe

Vulcan Value Partners’ lax risk controls can hinder the potential of its otherwise distinctive approach. Both share classes retain a Morningstar Analyst Rating of Neutral.

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