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.
Weitz Multi Cap Equity Fund - Institutional Class WPVIX
- NAV / 1-Day Return 30.31 / −0.56 %
- Total Assets 485.0M
-
Adj. Expense Ratio
0.870%
- Expense Ratio 0.860%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1M
- Status Open
- TTM Yield 0.21%
- Turnover 11%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:37 AM GMT+0
Morningstar’s Analysis WPVIX
Will WPVIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 54.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Berkshire Hathaway Inc Class B | 9.05 | 43M | Financial Services |
Alphabet Inc Class C | 7.37 | 35M | Communication Services |
Heico Corp Class A | 7.08 | 34M | Industrials |
Visa Inc Class A | 4.98 | 24M | Financial Services |
Mastercard Inc Class A | 4.72 | 22M | Financial Services |
Labcorp Holdings Inc | 4.59 | 22M | Healthcare |
Aon PLC Class A | 4.57 | 22M | Financial Services |
Meta Platforms Inc Class A | 4.20 | 20M | Communication Services |
Vulcan Materials Co | 4.00 | 19M | Basic Materials |
Danaher Corp | 3.98 | 19M | Healthcare |
United States