VVPLX Mutual Fund

VVPLX Mutual Fund (Vulcan Value Partners Fund Investor Class) is managed by Vulcan Value Partners with $121.1M in net assets. VVPLX expense ratio is 1.10%, holding 26 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2009-12-30.

VVPLX performance shows a YTD return of 3.58%. The 1-year return is 4.95% and the 5-year return is 2.79%. VVPLX dividend yield stands at 5.66%, paid annually.

VVPLX top holdings include Elevance Health Inc (6.3%), Microsoft Corp (6.3%), Sap Ag. (6.1%), Everest Group Ltd Common Stock (6.0%), Ares Management Corp A (5.8%). Go to all VVPLX holdings, VVPLX sectors, or VVPLX dividends.

VVPLX can be compared against other funds. Use VVPLX overlap to find shared positions, or VVPLX vs another fund for a side-by-side view. VVPLX alternatives are available via the screener, along with tax-loss harvesting opportunities.