Morningstar

Weitz Large Cap Equity Fund - Institutional Class WVAIX

Morningstar Medalist Rating
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Medalist Rating as of See Weitz Investment Hub
  • NAV / 1-Day Return $46.74  /  −0.74 %
  • Fund Size $648.9M
  • 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 0.00%
  • Turnover Ratio 10%
NAV and 1-Day Return as of

Morningstar’s Analysis WVAIX

Will WVAIX 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 WVAIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Weitz Large 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 WVAIX

More WVAIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Danaher Corp

8.22 51M
Healthcare

Visa Inc Class A

6.31 39M
Financial Services

Alphabet Inc Class C

5.93 37M
Communication Services

Thermo Fisher Scientific Inc

5.85 37M
Healthcare

Amazon.com Inc

5.81 36M
Consumer Cyclical

Berkshire Hathaway Inc Class B

5.20 33M
Financial Services

Mastercard Inc Class A

4.95 31M
Financial Services

Analog Devices Inc

4.86 30M
Technology

Microsoft Corp

4.77 30M
Technology

Vulcan Materials Co

4.72 30M
Basic Materials

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