WPVIX Mutual Fund
WPVIX Mutual Fund
Multi Cap Equity Fund Institutional Class
WPVIX Mutual Fund Overview
WPVIX Mutual Fund (Multi Cap Equity Fund Institutional Class) is managed by Weitz Funds with $318.7M in net assets. WPVIX expense ratio is 0.87%, holding 33 positions across sectors including Unknown, Information Technology, Communication Services. Inception date: 2014-07-31.
WPVIX performance shows a YTD return of -0.76%. The 1-year return is -2.20% and the 5-year return is 7.15%. WPVIX dividend yield stands at 9.02%, paid annually.
WPVIX top holdings include Berkshire Hathaway, Inc. (9.1%), Alphabet Inc series C (7.4%), Heico Corp. Class A (7.1%), Visa Inc. Class A ( V ) (5.0%), Mastercard Incorporated Class 'A' (4.7%). View all WPVIX holdings, sector breakdown, or dividend history.
WPVIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WPVIX alternatives are available via the screener, along with tax-loss harvesting opportunities.