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
✅ Already Shariah-Compliant
This fund already contains 100% Shariah-compliant stocks.
Fund Details
| Fund Name | Financial Investors Trust: Vulcan Value Partners Fund; Investor Class Shares | Fund Type | Mutual Fund |
|---|---|---|---|
| Inception Date | December 30, 2009 | Investment Segment | Growth |
| Expense Ratio | 108.00% | Total NAV | $641,600,000.00 |
About VVPLX Fund
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, 2024
| Icon | Stock | Percent |
|---|---|---|
SWKS  | Skyworks Solutions | 5.6% |
JLL  Non compliant | Jones Lang LaSalle | 5.4% |
AMZN  Doubtful | Amazon | 5.2% |
QRVO  | Qorvo | 5.2% |
ELV  Non compliant | Elevance Health | 4.6% |
Halal-Filtered VVPLX Holdings
Includes just the 0 compliant holdings
| Icon | Stock | Percent |
|---|
VVPLX Performance Comparison
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