WVALX – Weitz Large Cap Equity-Investor Cl Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. 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 large-cap companies. The Adviser considers large-cap companies to be those with market capitalizations that would be included in the Bloomberg 1000 Index. It may invest in securities issued by non-U.S. companies, which may be denominated in U.S. dollars or foreign currencies.

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
WVALX	Weitz Large Cap Equity Fund - Investor Class	No Load	Open			May 9, 1986	$375.14M	1.030%	Above Average	$2,500	−$101.09M
WVAIX	Weitz Large Cap Equity Fund - Institutional Class	Institutional	Open			Jul 31, 2014	$252.97M	0.860%	High	$1M	−$79.99M

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