VVISX Mutual Fund
VVISX Mutual Fund
Vulcan Value Partners Small Cap Fund Institutional Class

VVISX Mutual Fund Overview
VVISX Mutual Fund (Vulcan Value Partners Small Cap Fund Institutional Class) is managed by Vulcan Value Partners with $54.4M in net assets. VVISX expense ratio is 1.00%, holding 27 positions across sectors including Industrials, Unknown, Information Technology. Inception date: 2019-05-01.
VVISX performance shows a YTD return of 5.10%. The 1-year return is 12.85% and the 5-year return is -3.91%. VVISX dividend yield stands at 2.37%, paid annually.
VVISX top holdings include Littelfuse Inc (7.0%), MillerKnoll, Inc. (5.9%), Everest Group, Ltd. (5.6%), Premium Brands Holdings Corp (5.5%), Ibstock Plc (5.5%). View all VVISX holdings, sector breakdown, or dividend history.
VVISX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VVISX alternatives are available via the screener, along with tax-loss harvesting opportunities.