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Morningstar

Weitz Large Cap Equity-Institutional Cl WVAIX

Morningstar Medalist Rating
Medalist Rating as of | See Weitz Investment Hub
  • NAV / 1-Day Return 54.28  /  +0.99 %
  • Total Assets 882.2 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 15%

USD | NAV as of May 04, 2024 | 1-Day Return as of May 04, 2024, 12:13 AM GMT+0

Morningstar’s Analysis WVAIX

Will WVAIX 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 WVAIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WVAIX 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 WVAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weitz Large Cap Equity-Institutional Cl’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WVAIX

More WVAIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Meta Platforms Inc Class A

5.16 48.6 Mil
Communication Services

Visa Inc Class A

5.04 47.4 Mil
Financial Services

Alphabet Inc Class C

5.02 47.2 Mil
Communication Services

Berkshire Hathaway Inc Class B

4.92 46.3 Mil
Financial Services

Mastercard Inc Class A

4.86 45.7 Mil
Financial Services

Thermo Fisher Scientific Inc

4.63 43.6 Mil
Healthcare

Danaher Corp

4.51 42.5 Mil
Healthcare

CoStar Group Inc

4.36 41.1 Mil
Real Estate

Vulcan Materials Co

4.35 40.9 Mil
Basic Materials

Amazon.com Inc

4.31 40.6 Mil
Consumer Cyclical