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Weitz Large Cap Equity Fund - Investor Class (WVALX)

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60.96 +0.23 +0.38%

13/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 582.03M

Type: Fund

Market: United States

Issuer: Weitz

Asset Class: Equity

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WVALX Overview

Find basic information about the Weitz Large Cap Equity Fund - Investor Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add WVALX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change18.5%

Prev. Close60.73

Risk Rating

TTM Yield0%

ROE28.35%

IssuerWeitz

Turnover20%

ROA10.15%

Inception Date31541

Total Assets582.03M

Expenses1.01%

Min. Investment2,500

Market Cap145.19B

CategoryLarge Blend

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Weitz Large Cap Equity Fund - Investor Class Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 31

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1114	1001	1288	1128	1750	2498
Fund Return	11.42%	0.09%	28.8%	4.1%	11.84%	9.59%
Place in category	1295	1394	1184	1196	970	812
% in Category	91	96	83	92	80	91

Top Equity Funds by Weitz

Name	Total Assets	YTD%	3Y%	10Y%
Weitz Partners III Opportunity Inst	447.87M	14.29	1.32	5.55
Weitz Value Institutional	404.18M	11.56	4.26	9.80
Weitz Partners Value Institutional	371.43M	16.14	3.31	6.61
Weitz Partners Value Investor	248.63M	1.23	5.92	5.66
Weitz Balanced	51.4M	1.03	4.59	5.46

Top Funds for Large Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Total Stock Market Ins Pls	713.87B	19.69	7.49	-
Fidelity 500 Index Institutional Pr	592.67B	20.96	9.07	12.99
Vanguard 500 Index Admiral	552.77B	20.93	9.04	12.96
Vanguard Total Stock Market Admiral	401.69B	19.67	7.47	12.38
Vanguard 500 Index Institutional Se	193.35B	20.96	9.07	-

Top Holdings

Name	ISIN	Weight %	Last	Change %
Berkshire Hathaway B	US0846707026	5.15	468.05	-0.01%
Danaher	US2358511028	4.92	239.63	-0.79%
Mastercard	US57636Q1040	4.88	520.26	-0.31%
Visa A	US92826C8394	4.86	309.57	+0.03%
Thermo Fisher Scientific	US8835561023	4.83	535.25	-1.23%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Weitz Value Inves.	60.96	+0.23	+0.38%