WVALX Mutual Fund
WVALX Mutual Fund
The Weitz Funds - LARGE CAP EQUITY FUND Investor class
WVALX Mutual Fund Overview
WVALX Mutual Fund (The Weitz Funds - LARGE CAP EQUITY FUND Investor class) is managed by Weitz Funds with $375.7M in net assets. WVALX expense ratio is 1.03%, holding 31 positions across sectors including Information Technology, Unknown, Health Care. Inception date: 1986-05-09.
WVALX performance shows a YTD return of -5.32%. The 1-year return is -5.96% and the 5-year return is 1.62%. WVALX dividend yield stands at 23.21%, paid annually.
WVALX top holdings include Danaher Corporation (8.2%), Thermo Fisher Scientific Inc (6.0%), Alphabet Inc series C (5.8%), Microsoft Corp 4.100 Feb 06 37 (5.6%), Visa Inc. Class A ( V ) (5.6%). View all WVALX holdings, sector breakdown, or dividend history.
WVALX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WVALX alternatives are available via the screener, along with tax-loss harvesting opportunities.