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Vulcan Value Partners Small Cap

VVPSX
16.43
+0.08
+0.49%
5/27/2016
5 Years
  • Previous Close

    16.35

  • Net Assets

    1.14B

  • Yield

    0.35%

  • Front load

    None

  • Expenses

    1.25%

  • Category

    Small Blend

  • Morningstar Risk

    Low

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Vulcan Value Partners

Fund Style

Open

Fund Manager

C.T. Fitzpatrick

Investment Style

Small Value

The investment seeks to achieve long-term capital appreciation. The fund seeks to achieve long term capital appreciation by investing primarily in publicly traded small-cap companies the adviser believes to be both undervalued and possessing a sustainable competitive advantage. A core position in the fund is generally approximately 5% of the fund's portfolio, so that theoretically the fund would seek to hold about 20 companies, spread across various industries. The fund may invest up to 30% of its assets in publicly traded foreign securities and may hold up to 10% of net assets in illiquid securities. It is non-diversified.

Purchase Information

Initial Purchase 5,000
Initial Purchase: IRA 500
Initial Purchase: AIP 5,000

Inception

12/30/2009

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