VVPLX Mutual Fund
VVPLX Mutual Fund
Vulcan Value Partners Fund Investor Class

VVPLX Mutual Fund Overview
VVPLX Mutual Fund (Vulcan Value Partners Fund Investor Class) is managed by Vulcan Value Partners with $111.4M in net assets. VVPLX expense ratio is 1.10%, holding 29 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2009-12-30.
VVPLX performance shows a YTD return of -5.80%. The 1-year return is -3.43% and the 5-year return is 4.09%. VVPLX dividend yield stands at 6.23%, paid annually.
VVPLX top holdings include Elevance Health Inc (5.4%), Microsoft Corp (5.4%), Everest Re Group Limited (5.2%), Carmax Group (4.9%), Amazon.Com Inc (4.5%). View all VVPLX holdings, sector breakdown, or dividend history.
VVPLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VVPLX alternatives are available via the screener, along with tax-loss harvesting opportunities.