Vulcan Value Partners FundVVPLX
Type
Mutual fund
Peer group
Global equity
Net assets
$256.1M
Expense ratio
1.10%
1-year return
—
3 years, a year
—
5 years, a year
—
Holdings
26
What it aims to do.
The Vulcan Value Partners Fund (the Fund) seeks to achieve long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| ELV Elevance Health Inc | 6.30% |
| MSFT Microsoft Corp | 6.26% |
| Sap Se | 6.08% |
| EG Everest Group Ltd | 5.99% |
| ARES Ares Management Corp | 5.85% |
| TPG TPG Inc | 5.59% |
| UNH UnitedHealth Group Inc | 4.76% |
| AMZN Amazon.com Inc | 4.63% |
| GOOG Alphabet Inc | 4.61% |
| FISV Fiserv, Inc. | 4.37% |
More on VVPLX.
- VVPLX overview
- VVPLX holdings
- VVPLX risk
- VVPLX costs
- VVPLX money in and out
- VVPLX share classes
- Compare VVPLX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.