VVPLX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Vulcan Value Partners (VVPLX) Ownership - Who owns Vulcan Value Partners?

The investment seeks to achieve long-term capital appreciation... Show more

Category: #Large Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

VVPLX

Net Assets

407M

Fund Existence

over 15 years

Turnover

32.00

Total Expense Ratio

1.08

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

5000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.08

Assets in Top Ten Holdings

355M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

142M

Fund Type

OpenEnd

Index Fund

Management Fee

1.00

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

35.00

Number of Net Holdings

36.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

43.03%

Gain YTD

-2.028

Annual Yield % from dividends

0.20

Returns for 1 year

4.43

Returns for 3 years

10.13

Returns for 5 years

71.81

Returns for 10 years

46.22

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General Information

Category LargeBlend

Profile

Fundamentals

Details