Morningstar

Weitz Large Cap Equity Fund - Investor Class WVALX

Morningstar Medalist Rating
Medalist Rating as of | See Weitz Investment Hub
  • NAV / 1-Day Return 41.53  /  +0.78 %
  • Total Assets 639.6M
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.030%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 31%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:50 AM GMT+0

Morningstar’s Analysis WVALX

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

  • People Pillar

    The People Pillar is our evaluation of the WVALX 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 WVALX’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-Investor 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 WVALX

More WVALX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Danaher Corp

8.19 51M
Healthcare

Thermo Fisher Scientific Inc

6.00 37M
Healthcare

Alphabet Inc Class C

5.81 36M
Communication Services

Microsoft Corp

5.63 35M
Technology

Visa Inc Class A

5.56 35M
Financial Services

Amazon.com Inc

5.08 32M
Consumer Cyclical

Berkshire Hathaway Inc Class B

4.98 31M
Financial Services

Mastercard Inc Class A

4.96 31M
Financial Services

Vulcan Materials Co

4.79 30M
Basic Materials

Analog Devices Inc

4.76 30M
Technology

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