Vulcan Value Partners Fund

Class No Load (VVPLX)
5 / 5 Stars
5 5 5 2 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
A+ (Buy)

U.S. News evaluated 466 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

See full Large Growth rankings

See more fund rankings


The fund has returned 24.52 percent over the past year, and 18.21 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date -1.7%
1 Year 24.5%
3 Years (Annualized) 18.2%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more VVPLX performance


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 net assets in illiquid securities. It is non-diversified.


Fees are Average compared to funds in the same category.
Vulcan Value Partners Fund has an expense ratio of 1.18 percent.

See more VVPLX fees


Risk is Below Average compared to funds in the same category according to Morningstar.

See more VVPLX risk

See Also:

Top Vulcan Value Partners Funds