Morningstar

Weitz Multi Cap Equity Fund - Institutional Class WPVIX

Morningstar Medalist Rating
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Medalist Rating as of See Weitz Investment Hub
  • NAV / 1-Day Return $31.32  /  +0.48 %
  • Fund Size $484.0M
  • Adjusted Expense Ratio 0.860%
  • Net Expense Ratio 0.860%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.21%
  • Turnover Ratio 11%
NAV and 1-Day Return as of

Morningstar’s Analysis WPVIX

Will WPVIX outperform in the 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 WPVIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Weitz Multi Cap Equity-Institutional Cl holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WPVIX

More WPVIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

8.57 43M
Financial Services

Heico Corp Class A

8.30 41M
Industrials

Alphabet Inc Class C

6.90 34M
Communication Services

Visa Inc Class A

5.42 27M
Financial Services

Mastercard Inc Class A

4.65 23M
Financial Services

Labcorp Holdings Inc

4.62 23M
Healthcare

Aon PLC Class A

4.51 22M
Financial Services

Vulcan Materials Co

4.16 21M
Basic Materials

Meta Platforms Inc Class A

3.97 20M
Communication Services

Texas Instruments Inc

3.90 19M
Technology

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