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Morningstar

Weitz Large Cap Equity-Institutional Cl WVAIX

Morningstar Medalist Rating
Medalist Rating as of | See Weitz Investment Hub
  • NAV / 1-Day Return 53.63  /  −0.65 %
  • Total Assets 884.2 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 15%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:05 AM GMT+0

Morningstar’s Analysis WVAIX

Will WVAIX outperform in 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.

Weitz Large Cap Equity-Institutional Cl’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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-costliest quintile among peers.

by Morningstar Manager Research
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 46.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class C

6.37 56.4 Mil
Communication Services

Visa Inc Class A

5.00 44.3 Mil
Financial Services

Berkshire Hathaway Inc Class B

4.63 41.0 Mil
Financial Services

Mastercard Inc Class A

4.58 40.5 Mil
Financial Services

Thermo Fisher Scientific Inc

4.50 39.8 Mil
Healthcare

Analog Devices Inc

4.49 39.7 Mil
Technology

Meta Platforms Inc Class A

4.40 38.9 Mil
Communication Services

Danaher Corp

4.38 38.7 Mil
Healthcare

Vulcan Materials Co

4.23 37.5 Mil
Basic Materials

CoStar Group Inc

4.20 37.1 Mil
Real Estate