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Weitz Multi Cap Equity Fund - Investor Class (WPVLX)

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36.58 -0.04    -0.11%
13/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 248.63M
Weitz Partners Value Investor 36.58 -0.04 -0.11%

WPVLX Overview

 
Find basic information about the Weitz Multi 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 WPVLX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change26.84%
Prev. Close36.62
Risk Rating
TTM Yield0%
ROE20.41%
IssuerN/A
Turnover5%
ROA8.68%
Inception Date30468
Total Assets248.63M
Expenses1.06%
Min. Investment2,500
Market Cap56.53B
CategoryLarge Blend
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Weitz Multi Cap Equity Fund - Investor Class Analysis


Performance

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Condition

Frequency

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1012 1151 1107 1188 1515 1734
Fund Return 1.23% 15.12% 10.71% 5.92% 8.67% 5.66%
Place in category 979 1000 1264 1235 1148 891
% in Category 63 65 86 94 97 100

Top Equity Funds by Weitz

  Name Rating Total Assets YTD% 3Y% 10Y%
  Weitz Value Investor 582.03M 11.42 4.10 9.59
  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 Balanced 51.4M 1.03 4.59 5.46

Top Funds for Large Blend Category

  Name Rating 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 6.60 468.10 +0.39%
  Alphabet C US02079K1079 6.52 180.49 -1.54%
  CoStar US22160N1090 4.85 75.77 +0.48%
  Heico A US4228062083 4.75 212.35 +3.46%
  Meta Platforms US30303M1027 4.59 580.00 -0.82%

Technical Summary

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