| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
1
3
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
U.S. News evaluated 485 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Vulcan Value Partners funds
Performance
The fund has returned 31.20 percent over the past year, and 18.60 percent over the past three years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 14.6% |
| 1 Year | 31.2% |
| 3 Years (Annualized) | 18.6% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to achieve long-term capital appreciation. The fund seeks to achieve long-term capital appreciation by investing primarily in publicly traded mid-cap and large-cap companies the adviser believes to be both undervalued and possessing a sustainable competitive advantage. A core position in the fund is generally approximately 5% of the fund's portfolio, so that theoretically the fund would seek to hold about 20 companies, spread across various industries. The fund may invest up to 30% of assets in publicly traded foreign securities and may hold up to 10% of assets in illiquid securities. It is non-diversified.
Fees
Fees are High compared to funds in the same category.
Vulcan Value Partners Fund has an expense ratio of 1.50 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
