Vulcan Value Partners Small Cap Fund

Class No Load (VVPSX)
Scorecard
5 / 5 Stars
Lipper
5 5 4 3 2
Zacks Investment Research
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Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 228 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 18.17 percent over the past year, and 16.84 percent over the past three years.

Trailing Returns Updated 03.31.2014
Year to date -2.3%
1 Year 18.2%
3 Years (Annualized) 16.8%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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 small-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

Fees are Above Average compared to funds in the same category.
Vulcan Value Partners Small Cap Fund has an expense ratio of 1.28 percent.

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Risk

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

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See Also:

Top Vulcan Value Partners Funds