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Weitz Multi Cap Equity-Investor Cl (WPVLX)
At close: November 15 at 8:01 PM EST
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9/21 12:03 PM
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36.25 - YTD Return 15.98%
- Expense Ratio 1.07%
- Category Large Blend
- Last Cap Gain 55.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 589.92M
- Beta (5Y Monthly) 1.00
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 10.00%
- Last Dividend 0.01
- Inception Date Jun 1, 1983
The fund’s investment strategy is to buy above-average to highest-quality businesses, at prices that the advisor believes are less than what the companies are worth. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. 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 companies with market capitalizations that would be included in the Russell 3000 Index.
Weitz
Fund Family
Large Blend
Fund Category
589.92M
Net Assets
1983-06-01
Inception Date
Performance Overview: WPVLX
View MoreTrailing returns as of 11/6/2024. Category is Large Blend.
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Holdings: WPVLX
View MoreTop 10 Holdings (47.16% of Total Assets)
Sector Weightings
SectorWPVLX
Communication Services 24.18%
Financial Services 20.26%
Industrials 15.28%
Technology 13.52%
Basic Materials 9.15%
Healthcare 6.91%
Consumer Cyclical 6.71%
Real Estate 3.99%
Consumer Defensive 0.00%
Utilities 0.00%
Energy 0.00%
Recent News: WPVLX
View MoreResearch Reports: WPVLX
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47.00
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16.86
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18.93
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VLPCX Virtus Duff & Phelps Sel MLP & Engy C
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EIPIX EIP Growth and Income I
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VLPAX Virtus Duff & Phelps Sel MLP & Engy A
16.97
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86.05
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MLXIX Catalyst Energy Infrastructure I
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KMKYX Kinetics Market Opportunities Inst
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CSJIX Cohen & Steers Realty Shares I
69.55
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CSRSX Cohen & Steers Realty Shares L
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CSJZX Cohen & Steers Realty Shares Z
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PJEQX PGIM US Real Estate R6
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PJEZX PGIM US Real Estate Z
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CSJAX Cohen & Steers Realty Shares A
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