Morningstar

Vulcan Value Partners Fund VVPLX

Morningstar Medalist Rating
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Medalist Rating as of See Vulcan Value Partners Investment Hub
  • NAV / 1-Day Return $28.76  /  +1.16 %
  • Fund Size $215.5M
  • Adjusted Expense Ratio 1.100%
  • Net Expense Ratio 1.130%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $5,000
  • Investment Status Open
  • TTM Yield 1.46%
  • Turnover Ratio 61%
NAV and 1-Day Return as of

Morningstar’s Analysis VVPLX

Will VVPLX outperform in the 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.

The hits aren’t worth the misses from this bold strategy.

Analyst Margaret Giles

Margaret Giles

Analyst

Summary

Vulcan Value Partners has a distinctive approach, but limited risk management underpins a Below Average Process rating. Meanwhile, personnel departures and persistent execution issues have led to a People rating downgrade to Below Average from Average.

by Margaret Giles
Rated on Published on

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Portfolio Holdings VVPLX

More VVPLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.5
Top 10 Holdings
% Portfolio Weight
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