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Nasdaq - Delayed Quote USD

Weitz Multi Cap Equity-Investor Cl (WPVLX)

32.30
-0.66
(-2.00%)
At close: March 28 at 8:03:54 PM EDT
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  • Previous Close 32.96
  • YTD Return 4.21%
  • Expense Ratio 1.07%
  • Category Large Blend
  • Last Cap Gain 55.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 589.34M
  • Beta (5Y Monthly) 1.00
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 10.00%
  • Last Dividend 0.01
  • Inception Date Jun 1, 1983

The fund’s investment strategy is to buy above-average to highest-quality businesses, at prices that the advisor believes are less than what the companies are worth. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of companies with market capitalizations that would be included in the Russell 3000 Index.

Weitz

Fund Family

Large Blend

Fund Category

589.34M

Net Assets

1983-06-01

Inception Date

More about Weitz Multi Cap Equity-Investor Cl

Performance Overview: WPVLX

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Trailing returns as of 3/28/2025. Category is Large Blend.

YTD Return

WPVLX
4.21%
Category
5.31%
 

1-Year Return

WPVLX
13.39%
Category
20.31%
 

3-Year Return

WPVLX
7.36%
Category
6.48%
 

5-Year Return

WPVLX
9.85%
Category
11.78%
 

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Holdings: WPVLX

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Sector Weightings

SectorWPVLX
Communication Services   23.21%
Financial Services   22.29%
Industrials   14.63%
Healthcare   9.79%
Basic Materials   9.05%
Technology   8.45%
Consumer Cyclical   6.99%
Real Estate   5.59%
Consumer Defensive   0.00%
Utilities   0.00%
Energy   0.00%
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Recent News: WPVLX

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Research Reports: WPVLX

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