VVPLX: Original vs. Halal-Filtered
Compare the performance and holdings of Financial Investors Trust: Vulcan Value Partners Fund; Investor Class Shares with its Shariah-compliant counterpart
Requires Filtering for Shariah Compliance
61.08%of this fund's holdings are not Shariah-compliant and would be filtered out.
Fund Details
About VVPLX
VVPLX was founded on 2009-12-30 and is currently managed by Fitzpatrick,Dunbar. The Fund's investment strategy focuses on Growth with 1.08% total expense ratio. The minimum amount to invest in Financial Investors Trust: Vulcan Value Partners Fund; Investor Class Shares is $5,000 on a standard taxable account. Financial Investors Trust: Vulcan Value Partners Fund; Investor Class Shares seeks to achieve long term capital appreciation. VVPLX invests in publicly traded small-cap and large-cap companies the Fund believes to be both undervalued and possessing a sustainable competitive advantage. VVPLX seeks to purchase publicly traded companies at significant discounts to intrinsic worth.
Original VVPLX Holdings
Retrieved Jun 30, 2026
| Icon | Stock | Percent |
|---|---|---|
RYAN Non compliant | Ryan Specialty Group... | 6.7% |
MA | Mastercard | 6.7% |
TPG Non compliant | TPG | 6.0% |
MSFT Doubtful | Microsoft | 5.9% |
ARES Non compliant | Ares Management LP | 5.7% |
Halal-Filtered VVPLX Holdings
Includes just the 9 compliant holdings
| Icon | Stock | Percent |
|---|---|---|
MA | Mastercard | 18.5% |
MSFT Doubtful | Microsoft | 16.2% |
NOW | ServiceNow | 13.3% |
AMZN Doubtful | Amazon | 12.4% |
GOOG Doubtful | Alphabet | 11.9% |
VVPLX Performance Comparison
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