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Weitz Large Cap Equity-Investor Cl (WVALX)

51.76
+0.19
+(0.37%)
At close: 8:04:32 PM EDT
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  • Previous Close 51.57
  • YTD Return -6.45%
  • Expense Ratio 1.03%
  • Category Large Blend
  • Last Cap Gain 58.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 819.68M
  • Beta (5Y Monthly) 1.07
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 20.00%
  • Last Dividend 0.03
  • Inception Date Jul 31, 2014

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 large-cap companies. The Adviser considers large-cap companies to be those with market capitalizations that would be included in the Russell 1000 Index. It may invest in securities issued by non-U.S. companies, which may be denominated in U.S. dollars or foreign currencies.

Weitz

Fund Family

Large Blend

Fund Category

819.68M

Net Assets

2014-07-31

Inception Date

More about Weitz Large Cap Equity-Investor Cl

Performance Overview: WVALX

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Trailing returns as of 5/14/2025. Category is Large Blend.

YTD Return

WVALX
6.45%
Category
5.31%
 

1-Year Return

WVALX
4.44%
Category
20.31%
 

3-Year Return

WVALX
8.08%
Category
6.48%
 

5-Year Return

WVALX
11.65%
Category
11.78%
 

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Holdings: WVALX

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Sector Weightings

SectorWVALX
Technology   23.97%
Financial Services   19.61%
Industrials   15.46%
Healthcare   15.30%
Communication Services   11.26%
Consumer Cyclical   6.76%
Real Estate   4.32%
Basic Materials   3.32%
Consumer Defensive   0.00%
Utilities   0.00%
Energy   0.00%
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Recent News: WVALX

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Research Reports: WVALX

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