Vulcan Value Partners Etf Profile
| VVILX Etf | USD 28.59 0.05 0.17% |
Performance7 of 100
| Odds Of DistressLess than 9
|
Vulcan Value is trading at 28.59 as of the 28th of November 2024; that is 0.17 percent down since the beginning of the trading day. The etf's open price was 28.64. Vulcan Value has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for Vulcan Value Partners are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund seeks to achieve long-term capital appreciation by investing primarily in publicly traded small-cap and large-cap companies the fund believes to be both undervalued and possessing a sustainable competitive advantage. The fund generally regards small-cap companies to be those less than 10 billion in market. More on Vulcan Value Partners
Moving together with Vulcan Etf
Vulcan Etf Highlights
| Business Concentration | Vulcan Value Partners, Large Blend, Large Blend, Vulcan Value Partners, Large Blend, Large Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Nav | 28.29 |
| Prev Close Price | 28.0 |
| Country Name | USA |
| Name | Vulcan Value Partners Fund Institutional Class Shares |
| Currency Code | USD |
| Open Figi | BBG00NS0S3F5 |
| Code | VVILX |
| I S I N | US31761R2296 |
| Currency Name | US Dollar |
| Type | FUND |
| Expense Ratio | 0.85 |
Vulcan Value Partners [VVILX] is traded in USA and was established 2019-05-01. Vulcan Value is listed under Vulcan Value Partners category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Vulcan Value Partners family. This fund at this time have 1.55 B in net assets. Vulcan Value Partners is currently producing year-to-date (YTD) return of 19.32% with the current yeild of 0.0%, while the total return for the last 3 years was 0.66%.
Check Vulcan Value Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vulcan Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vulcan Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vulcan Value Partners Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Vulcan Value Partners Etf Constituents
| UPS | United Parcel Service | Stock | Industrials | |
| MCK | McKesson | Stock | Health Care | |
| KKR | KKR Co LP | Stock | Financials | |
| W | Wayfair | Stock | Consumer Discretionary | |
| V | Visa Class A | Stock | Financials | |
| TDG | Transdigm Group Incorporated | Stock | Industrials | |
| SWKS | Skyworks Solutions | Stock | Information Technology | |
| QRVO | Qorvo Inc | Stock | Information Technology |
Vulcan Value Partners Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Vulcan Value. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Mean Deviation | 0.6283 | |||
| Semi Deviation | 0.7368 | |||
| Standard Deviation | 0.8208 | |||
| Variance | 0.6737 |
Vulcan Value Partners Technical Analysis
Transformation |
The output start index for this execution was zero with a total number of output elements of sixty-one. Vulcan Value Partners Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe Vulcan Value price patterns.
Vulcan Value Against Markets
Other Information on Investing in Vulcan Etf
Vulcan Value financial ratios help investors to determine whether Vulcan Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vulcan with respect to the benefits of owning Vulcan Value security.