# Halal VVPLX - Islamic Financial Investors Trust: Vulcan Value Partners Fund; Investor Class Shares | Amal Invest Compare the performance and holdings of Financial Investors Trust: Vulcan Value Partners Fund; Investor Class Shares with its Shariah-compliant counterpart ## Fund Details Fund NameFinancial Investors Trust: Vulcan Value Partners Fund; Investor Class Shares Fund TypeMutual Fund Inception DateDecember 30, 2009 Investment SegmentGrowth Expense Ratio1.08% Total NAV$641,600,000.00 ## 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 23 holdings Retrieved Jun 30, 2026 | Icon | Stock | Percent | | --- | --- | --- | | RYAN

![RYAN logo](https://amalinvest.com/api/logo/RYAN)

Non compliant | Ryan Specialty Group... | 6.7

% | | MA

![MA logo](https://amalinvest.com/api/logo/MA) | Mastercard | 6.7

% | | TPG

![TPG logo](https://amalinvest.com/api/logo/TPG)

Non compliant | TPG | 6.0

% | | MSFT

![MSFT logo](https://amalinvest.com/api/logo/MSFT)

Doubtful | Microsoft | 5.9

% | | ARES

![ARES logo](https://amalinvest.com/api/logo/ARES)

Non compliant | Ares Management LP | 5.7

% | **1** - **5** of **23** holdings ### Halal-Filtered VVPLX Holdings 0 holdings Includes just the 0 compliant holdings | Icon | Stock | Percent | | --- | --- | --- | **1** - **0** of **0** compliant holdings ## VVPLX Performance Comparison Amal Invest offers exclusive access to Shariah-compliant versions of VVPLX and over 100,000 other funds.