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Vulcan Value Partners VVPLX

Medalist Rating as of | See Vulcan Value Partners Investment Hub
  • NAV / 1-Day Return 25.80  /  +0.16 %
  • Total Assets 689.2 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 May 20, 2024 | 1-Day Return as of May 20, 2024, 10:20 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.

Prepare for a bumpy ride.

Associate Analyst Tony Thorn

Tony Thorn

Associate Analyst

Summary

Despite Vulcan Value Partners Large Cap Value's experienced team, questions about its risk management limit this strategy's appeal.

Rated on Published on

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Portfolio Holdings VVPLX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 46.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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