Vulcan Value Partners Companies By Cash Weight

Cash Position Weight
Cash Position WeightEfficiencyMarket RiskExp Return
1VVISX Vulcan Value Partners
5.1
(0.07)
 0.87 
(0.06)
2VVILX Vulcan Value Partners
1.69
 0.10 
 0.76 
 0.08 
The analysis above is based on a 90-day investment horizon and a default level of risk. Use the Portfolio Analyzer to fine-tune all your assumptions. Check your current assumptions here.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.