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Vulcan Value Partners VVPLX

Analyst rating as of
NAV / 1-Day Return
18.54  /  0.86 %
Total Assets
1.2 Bil
Adj. Expense Ratio
1.080%
Expense Ratio
1.080%
Fee Level
High
Longest Manager Tenure
12.49 years
Category
Large Blend
Investment Style
Large Growth
Min. Initial Investment
5,000
Status
Open
TTM Yield
0.00%
Turnover
67%

Morningstar’s Analysis

Will VVPLX outperform in future?

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

An unusually lopsided portfolio these days.

Analyst

Summary

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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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