Vulcan Value Partners Fund Quote

VVPLX Fund  USD 29.95  0.17  0.57%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Vulcan Value is trading at 29.95 as of the 27th of July 2025; that is 0.57 percent increase since the beginning of the trading day. The fund's open price was 29.78. Vulcan Value has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 28th of April 2025 and ending today, the 27th of July 2025. Click here to learn more.
The fund seeks to achieve long-term capital appreciation by investing primarily in publicly traded small-cap and large-cap companies the adviser believes to be both undervalued and possessing a sustainable competitive advantage. Vulcan Value is traded on NASDAQ Exchange in the United States.. More on Vulcan Value Partners

Moving together with Vulcan Mutual Fund

  1.0VVILX Vulcan Value Partners Steady GrowthPairCorr
  0.96VVISX Vulcan Value PartnersPairCorr
  0.96VVPSX Vulcan Value PartnersPairCorr
  0.95VTSAX Vanguard Total StockPairCorr
  0.95VFIAX Vanguard 500 IndexPairCorr

Moving against Vulcan Mutual Fund

  0.71XDSMX Dreyfus StrategicPairCorr
  0.56XNXJX Nuveen New JerseyPairCorr

Vulcan Mutual Fund Highlights

Fund ConcentrationVulcan Value Partners Funds, Large Blend Funds, Large Blend, Vulcan Value Partners (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date31st of August 2022
Fiscal Year EndApril
Vulcan Value Partners [VVPLX] is traded in USA and was established 27th of July 2025. Vulcan Value is listed under Vulcan Value Partners category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Vulcan Value Partners family. This fund at this time has accumulated 959.7 M in net assets with minimum initial investment of 5 K. Vulcan Value Partners is currently producing year-to-date (YTD) return of 4.02% with the current yeild of 0.0%, while the total return for the last 3 years was 19.0%.
Check Vulcan Value Probability Of Bankruptcy

Instrument Allocation

Top Vulcan Value Partners Mutual Fund Constituents

CVSCVS Health CorpStockHealth Care
CACCCredit AcceptanceStockFinancials
NOVNOV IncStockEnergy
UPSUnited Parcel ServiceStockIndustrials
BAThe BoeingStockIndustrials
CSGPCoStar GroupStockReal Estate
AMZNAmazon IncStockConsumer Discretionary
STTState Street CorpStockFinancials
More Details

Vulcan Value Top Holders

SMIFXSound Mind InvestingMutual FundAllocation--85%+ Equity
SMILXSmi Servative AllocationMutual FundAllocation--70% to 85% Equity
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Vulcan Value Partners Risk Profiles

Vulcan Value Against Markets

Other Information on Investing in Vulcan Mutual Fund

Vulcan Value financial ratios help investors to determine whether Vulcan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vulcan with respect to the benefits of owning Vulcan Value security.
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