Weitz Value WVALX
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Dig Deeper to Find the Meaning of Cash
… by selectively selling some holdings and trimming many others. Weitz Partners Value WPVLX and Weitz Value WVALX Weitz Partners Value and Weitz Value comanager Wally Weitz has long been known for his contrarian ways, so building cash as markets …
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Narrowing the Gap
… Sayles Strategic Income NEFZX Gold 5.9 2.9 3.0 Weitz Value WVALX Silver -3.4 -6.3 3.0 Oppenheimer MainSt Sm ..... its periodic rough patches. The large-value fund Weitz Value WVALX suffered a harsh blow in 2008, too. It lost 38 …
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WEFIX now TF at Fidelity
… funds rated Weitz Research Weitz Short-Intermediate Income 373 Short-Term Bond funds rated Weitz Short-Intermediate Income Inv CL Weitz Tax-Free Income NE 211 Muni Single State Interm funds rated Weitz Value 1128 Large Value funds rated
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WVALX Weitz Value Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… bargains, and hold cash when he can't find stocks that meet his criteria. This fund focuses mostly on large-cap stocks. Weitz Value looks better prepared for the next crisis than it was for the last one. This contrarian fund has suffered its share of blowups …
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WPVLX Weitz Partners Value Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… Wally Weitz has been at the helm of this offering since its inception, and he also manages Weitz Hickory WEHIX and Weitz Value WVALX . As of August 2006, he is joined by comanager Brad Hinton; Hinton has managed Weitz Balanced WBALX since 2003 …
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WEHIX Weitz Hickory Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… through 2002. Firm founder Wally Weitz took his place at the start of 2003. Weitz has built great long-term records at Weitz Value and Weitz Partners Value. The firm has seven investment professionals, including a dedicated small-cap analyst. The firm …
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Large Value
… link to the No Load/No Transaction Fee funds available. Schwab Large Value funds. Specifically YAFFX/YACKX versus WPVLX/ WVALX and Schwab's SFLNX. Weitz's WPVLX has been bestowed as a PICK and a CORE which is making it difficult to not take into …
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WPOPX Weitz Partners III Opportunity Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… Wally Weitz has been at the helm of this offering since its inception, and he also manages Weitz Hickory WEHIX, Weitz Value WVALX , and Weitz Partners Value WPVLX. He owns Wallace Weitz & Co., and is a major shareholder in the firm's funds …
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Tracking Funds as They Migrate Across the Style Box
… I spelled out earlier for style movement. First, Weitz has designated Partners Value an all-cap fund, while Weitz Value WVALX remains a large-cap fund. That's apparent from the big shift down by Partners Value, while Value only moved …
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WVALX Weitz Value Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… bargains, and hold cash when he can't find stocks that meet his criteria. This fund focuses mostly on large-cap stocks. Weitz Value 's most recent purchase highlights its independent streak. In late 2009, managers Wally Weitz and Brad Hinton initiated …