VVPLX Rating, Research - Vulcan Value Partners

Vulcan Value Partners (vvplx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 147

Threats + Weaknesses = 103

When strengths & opportunities substantially exceed threats & weaknesses an investment in the vvplx mutual fund has great long term potential.

Fund Management Team

Vulcan Funds

Fund Description Update

Vulcan Value Partners (VVPLX) Description: VVPLX is a mutual fund, which is an investment that owns a basket of assets. The VVPLX mutual fund was provided by Vulcan and this investment vehicle derives the majority of its value from equity holdings (stocks). Vulcans mutual fund has a short management tenure and is in the small fund size classification. VVPLXs minimum initial investment amount is $5000 while the IRA minimum is $500. VVPLXs expense ratio is roughly 2%. The latest VVPLXs front end load was 0% and the back end load was 0%. The Vulcan Value Partners (VVPLX) mutual fund falls under the large-cap mixed category. VVPLX focuses its investments in USA and VVPLX is not affiliated with a particular industry or fund sector. The Vulcan Value Partners (VVPLX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find VVPLXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of VVPLXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks growth of capital. The fund normally invests at least 80% of assets in common stocks (see stock research). It invests in a broad range of market capitalization, but tends to focus on large capitalization companies similar to those of companies in the S&P 500 Index. The fund can invest up to 20% of total assets in securities of foreign issuers and non-dollar securities.

Management Analysis Update

Vulcan Value Partners's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update