Vulcan Value Equity USD Inc
UMushroom community rating:
4.00
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Vulcan Value Equity is a globally focused equity fund that primarily invests in high-quality, publicly traded U.S-listed companies believed to be undervalued compared to their intrinsic worth. The fund carefully selects and maintains a concentrated portfolio of around 21 stocks, emphasizing businesses that are trading at significant discounts to their true value to pursue strong long-term growth opportunities.
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Tags:
value investingglobal equitiess&p 500
Ratings & reviews
4.00
1 votes
Performance:
3.00
Innovation:
4.00
Society:
4.00
Nature:
3.00
Alexander Maliuk
Switzerland, 03 May 2023
Stable long term
OTHER SHARE CLASSES OF THIS FUND
Vulcan Value Equity EUR III Acc
Vulcan Value Equity EUR III Acc
Vulcan Value Equity EUR III Acc
Annual Return
-50%0%+50%
Risk level
110
-0.38%EUR 149.73
Vulcan Value Equity GBP III Inc
Vulcan Value Equity GBP III Inc
Vulcan Value Equity GBP III Inc
Annual Return
-50%0%+50%
Risk level
110
-0.50%GBP 128.52
Vulcan Value Equity USD III Inc
Vulcan Value Equity USD III Inc
Vulcan Value Equity USD III Inc
Annual Return
-50%0%+50%
Risk level
110
-0.21%USD 113.55
Vulcan Value Equity USD
Vulcan Value Equity USD
Vulcan Value Equity USD
Valor: 21431445
Annual Return
-50%0%+50%
Risk level
110
-0.21%USD 279.67
Vulcan Value Equity GBP Inc
Vulcan Value Equity GBP Inc
Vulcan Value Equity GBP Inc
Valor: 22218649
Annual Return
-50%0%+50%
Risk level
110
-0.51%GBP 261.86
Vulcan Value Equity USD II Acc
Vulcan Value Equity USD II Acc
Vulcan Value Equity USD II Acc
Valor: 22276483
Annual Return
-50%0%+50%
Risk level
110
-0.21%USD 270.32
Vulcan Value Equity USD Acc
Vulcan Value Equity USD Acc
Vulcan Value Equity USD Acc
Valor: 22276163
Annual Return
-50%0%+50%
Risk level
110
-0.21%USD 237.41
Vulcan Value Equity Fund EUR Accumulating Hedged
Vulcan Value Equity Fund EUR Accumulating Hedged
Vulcan Value Equity Fund EUR Accumulating Hedged
Annual Return
-50%0%+50%
Risk level
110
-0.23%EUR 133.41
Vulcan Value Equity II Acc
Vulcan Value Equity II Acc
Vulcan Value Equity II Acc
Valor: 25311812
Annual Return
-50%0%+50%
Risk level
110
-0.38%EUR 251.13
Vulcan Value Equity Fund II GBP Income Hedged
Vulcan Value Equity Fund II GBP Income Hedged
Vulcan Value Equity Fund II GBP Income Hedged