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Weitz Multi Cap Equity-Investor Cl WPVLX

Medalist Rating as of | See Weitz Investment Hub
  • NAV / 1-Day Return 31.03  /  −1.12 %
  • Total Assets 551.3 Mil
  • Adj. Expense Ratio
    1.070%
  • Expense Ratio 1.070%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield
  • Turnover 8%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:28 AM GMT+0

Morningstar’s Analysis WPVLX

Will WPVLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Strength in Weitz Multi 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-highest quintile among peers.

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Portfolio Holdings WPVLX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 46.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

6.60 35.7 Mil
Financial Services

Alphabet Inc Class C

6.52 35.2 Mil
Communication Services

CoStar Group Inc

4.85 26.2 Mil
Real Estate

Heico Corp Class A

4.75 25.6 Mil
Industrials

Meta Platforms Inc Class A

4.59 24.8 Mil
Communication Services

Visa Inc Class A

4.46 24.1 Mil
Financial Services

Mastercard Inc Class A

3.95 21.3 Mil
Financial Services

Martin Marietta Materials Inc

3.79 20.5 Mil
Basic Materials

CarMax Inc

3.69 20.0 Mil
Consumer Cyclical

Vulcan Materials Co

3.66 19.7 Mil
Basic Materials