Vulcan Value Partners Etf Profile

VVILX Etf  USD 28.74  0.10  0.35%   

Performance

7 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 9

 
High
 
Low
Low
Vulcan Value is trading at 28.74 as of the 14th of December 2024; that is 0.35 percent down since the beginning of the trading day. The etf's open price was 28.84. Vulcan Value has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. The performance scores are derived for the period starting the 14th of November 2024 and ending today, the 14th of December 2024. 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 fund believes to be both undervalued and possessing a sustainable competitive advantage. The fund generally regards small-cap companies to be those less than 10 billion in market. More on Vulcan Value Partners

Moving together with Vulcan Etf

  1.0VVPLX Vulcan Value PartnersPairCorr
  0.87VTI Vanguard Total Stock Sell-off TrendPairCorr
  0.88SPY SPDR SP 500 Sell-off TrendPairCorr

Vulcan Etf Highlights

Business ConcentrationVulcan Value Partners, Large Blend, Large Blend, Vulcan Value Partners, Large Blend, Large Growth (View all Sectors)
Update Date31st of December 2024
Nav28.74
Prev Close Price28.64
Country NameUSA
NameVulcan Value Partners Fund Institutional Class Shares
Currency CodeUSD
Open FigiBBG00NS0S3F5
CodeVVILX
I S I NUS31761R2296
Currency NameUS Dollar
TypeFUND
Expense Ratio0.85
Vulcan Value Partners [VVILX] is traded in USA and was established 2019-05-01. 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 have 1.55 B in net assets. Vulcan Value Partners is currently producing year-to-date (YTD) return of 21.74% with the current yeild of 0.0%, while the total return for the last 3 years was 2.82%.
Check Vulcan Value Probability Of Bankruptcy

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vulcan Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vulcan Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vulcan Value Partners Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Vulcan Value Partners Etf Constituents

UPSUnited Parcel ServiceStockIndustrials
MCKMcKessonStockHealth Care
KKRKKR Co LPStockFinancials
WWayfairStockConsumer Discretionary
VVisa Class AStockFinancials
TDGTransdigm Group IncorporatedStockIndustrials
SWKSSkyworks SolutionsStockInformation Technology
QRVOQorvo IncStockInformation Technology
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Vulcan Value Partners Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Vulcan Value. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Vulcan Value Partners Technical Analysis

Transformation
The output start index for this execution was zero with a total number of output elements of sixty-one. Vulcan Value Partners Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe Vulcan Value price patterns.

Vulcan Value Against Markets

Other Information on Investing in Vulcan Etf

Vulcan Value financial ratios help investors to determine whether Vulcan Etf 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.