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Morningstar

Weitz Multi Cap Equity-Investor Cl WPVLX

Morningstar Medalist Rating
Medalist Rating as of | See Weitz Investment Hub
  • NAV / 1-Day Return 30.79  /  +0.56 %
  • Total Assets 536.3 Mil
  • Adj. Expense Ratio
    1.070%
  • Expense Ratio 1.070%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 8%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 12:15 AM GMT+0

Morningstar’s Analysis WPVLX

Will WPVLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WPVLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WPVLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WPVLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Weitz Multi Cap Equity-Investor Cl's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WPVLX

More WPVLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class C

6.62 38.1 Mil
Communication Services

Berkshire Hathaway Inc Class B

6.58 37.8 Mil
Financial Services

Meta Platforms Inc Class A

5.91 34.0 Mil
Communication Services

CoStar Group Inc

5.04 29.0 Mil
Real Estate

Heico Corp Class A

4.82 27.7 Mil
Industrials

Visa Inc Class A

4.49 25.8 Mil
Financial Services

Mastercard Inc Class A

4.19 24.1 Mil
Financial Services

CarMax Inc

3.94 22.6 Mil
Consumer Cyclical

LKQ Corp

3.76 21.6 Mil
Consumer Cyclical

Martin Marietta Materials Inc

3.33 19.2 Mil
Basic Materials