WPVIX – Weitz Multi Cap Equity-Institutional Cl Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund’s investment strategy is to buy above-average to highest-quality businesses, at prices that the advisor believes are less than what the companies are worth. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of companies with market capitalizations that would be included in the Bloomberg 3000 Index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WPVLX	Weitz Multi Cap Equity Fund - Investor Class	No Load	Open			Jun 1, 1983	$172.76M	1.060%	High	$2,500	−$35.85M
WPVIX	Weitz Multi Cap Equity Fund - Institutional Class	Institutional	Open			Jul 31, 2014	$304.22M	0.860%	High	$1M	−$32.99M

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