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 Dec 31, 2025
| Icon | Stock | Percent |
|---|---|---|
MSFT  Doubtful | Microsoft | 5.8% |
ELV  Non compliant | Elevance Health | 5.4% |
EG  Non compliant | Everest Group | 5.1% |
UNH  Non compliant | UnitedHealth Group I... | 5.1% |
CRM  | Salesforce | 4.7% |
Halal-Filtered VVPLX Holdings
Includes just the 0 compliant holdings
| Icon | Stock | Percent |
|---|