Vulcan Value Fundamental Relationships

The Drivers Module shows relationships between Vulcan Value's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Vulcan Value Equity GBP Acc over time as well as its relative position and ranking within its peers. See also Investing Opportunities.

Vulcan Value Equity Cash Position Weight vs. Equity Positions Weight Fundamental Analysis

Vulcan Value Equity GBP Acc is one of the top funds in equity positions weight among similar funds. It is one of the top funds in cash position weight among similar funds creating about  0.04  of Cash Position Weight per Equity Positions Weight. The ratio of Equity Positions Weight to Cash Position Weight for Vulcan Value Equity GBP Acc is roughly  25.18 
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Vulcan Value 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
96.18%
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
Vulcan Value 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
3.82%
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.

Vulcan Value Cash Position Weight Comparison

Vulcan Value Fundamental Comparison

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