Vulcan Value Partners Fund Quote
| VVPSX Fund | USD 11.40 0.11 0.96% |
PerformanceVery Weak
| Odds Of DistressLow
|
Vulcan Value is trading at 11.40 as of the 21st of March 2025; that is 0.96 percent decrease since the beginning of the trading day. The fund's open price was 11.51. Vulcan Value has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund seeks to achieve long-term capital appreciation by investing primarily in publicly traded small-cap companies the fund believes to be both undervalued and possessing a sustainable competitive advantage. The fund seeks to determine business or intrinsic value through disciplined financial analysis. More on Vulcan Value Partners
Moving together with Vulcan Mutual Fund
Vulcan Mutual Fund Highlights
| Fund Concentration | Vulcan Value Partners Funds, Large Funds, Small Blend Funds, Small Blend, Vulcan Value Partners (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 31st of August 2022 |
| Fiscal Year End | April |
Vulcan Value Partners [VVPSX] is traded in USA and was established 21st of March 2025. Vulcan Value is listed under Vulcan Value Partners category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Vulcan Value Partners family. This fund at this time has accumulated 423.42 M in net assets with no minimum investment requirementsVulcan Value Partners is currently producing year-to-date (YTD) return of 0.59% with the current yeild of 0.01%, while the total return for the last 3 years was -5.69%.
Check Vulcan Value Probability Of Bankruptcy
Instrument Allocation
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 Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vulcan Mutual Fund, 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 Mutual Fund, 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 Mutual Fund Constituents
| MSM | MSC Industrial Direct | Stock | Industrials | |
| COHR | Coherent | Stock | Information Technology | |
| PK | Park Hotels Resorts | Stock | Real Estate | |
| WCC | WESCO International | Stock | Industrials | |
| WH | Wyndham Hotels Resorts | Stock | Consumer Discretionary | |
| AXS | AXIS Capital Holdings | Stock | Financials | |
| UPST | Upstart Holdings | Stock | Financials | |
| AYI | Acuity Brands | Stock | Industrials |
Vulcan Value Partners Risk Profiles
| Mean Deviation | 0.8788 | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.17 | |||
| Risk Adjusted Performance | (0.10) |
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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