WPVIX Mutual Fund
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 $305.9M in net assets. WPVIX expense ratio is 0.86%, holding 35 positions across sectors including Industrials, Communication Services, Information Technology. Inception date: 2014-07-31.
WPVIX performance shows a YTD return of 1.97%. The 1-year return is -0.31% and the 5-year return is 6.85%. WPVIX dividend yield stands at 8.77%, paid annually.
WPVIX top holdings include Berkshire Hathaway Inc Brk/B Us Equity (8.6%), Heico Corp. Cl. A (8.3%), Alphabet Inc. C (6.9%), Visa Inc Class A (5.4%), Mastercard Inc (4.7%). Go to all WPVIX holdings, WPVIX sectors, or WPVIX dividends.
WPVIX can be compared against other funds. Use WPVIX overlap to find shared positions, or WPVIX vs another fund for a side-by-side view. WPVIX alternatives are available via the screener, along with tax-loss harvesting opportunities.