Nasdaq - Delayed Quote USD
Weitz Large Cap Equity-Investor Cl (WVALX)
59.13
-1.10
(-1.83%)
At close: November 15 at 8:01 PM EST
Fund Summary
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 Russell 1000 Index. It may invest in securities issued by non-U.S. companies, which may be denominated in U.S. dollars or foreign currencies.
Weitz Large Cap Equity-Investor Cl
Omaha, NE 68124
1125 South 103 St Suite 200
Fund Overview
| Category | Large Blend |
| Fund Family | Weitz |
| Net Assets | 934.33M |
| YTD Return | 11.42% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | May 09, 1986 |
Fund Operations
| Last Dividend | 0.03 |
| Last Cap Gain | 58.00 |
| Holdings Turnover | 20.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | WVALX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 1.03% | 0.78% |
| Prospectus Net Expense Ratio | 1.03% | -- |
| Prospectus Gross Expense Ratio | 1.03% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | -- |
| Max Deferred Sales Load | -- | -- |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
Bradley P. Hinton, Lead Manager since August 01, 2006
Co-Chief Investment Officer
Portfolio Manager
Conservative Allocation / Balanced Fund (Since October 2003)
Multi-Cap Value / Partners Value Fund (Since August 2006)
Large-Cap Value / Value Fund (Since August 2006)
Investment industry experience since 1990
Brad Hinton joined Weitz Investment Management in 2001 as a research analyst. Mr. Hinton was promoted to portfolio manager in 2003, director of research in 2004 and co-CIO in 2017. Previously, he was a debt manager and trading associate for ConAgra Foods. Mr. Hinton has a bachelor's in finance from the University of Nebraska-Lincoln and an MBA from Dartmouth. Morningstar Style Box
Morningstar Category
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