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Vulcan Value Partners VVPLX

Medalist Rating as of | See Vulcan Value Partners Investment Hub
  • NAV / 1-Day Return 25.54  /  +2.16 %
  • Total Assets 761.1 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 0.05%
  • Turnover 40%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:17 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.

A lack of risk control limits this concentrated strategy’s appeal.

Analyst Jader Dutra

Jader Dutra

Analyst

Summary

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.

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 46.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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