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Morningstar

Weitz Large Cap Equity-Investor Cl WVALX

Morningstar Medalist Rating
Medalist Rating as of | See Weitz Investment Hub
  • NAV / 1-Day Return 52.26  /  +0.64 %
  • Total Assets 873.7 Mil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 15%

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

Morningstar’s Analysis WVALX

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

  • People Pillar

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

Strength in Weitz Large 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 WVALX

More WVALX 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

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Visa Inc Class A

5.04 47.4 Mil
Financial Services

Alphabet Inc Class C

5.02 47.2 Mil
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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