WPVLX Mutual Fund

WPVLX Mutual Fund (Multi Cap Equity Fund Investor Class) is managed by Weitz Funds with $188.3M in net assets. WPVLX expense ratio is 1.06%, holding 33 positions across sectors including Industrials, Information Technology, Communication Services. Inception date: 1983-06-01.

WPVLX performance shows a YTD return of 1.35%. The 1-year return is 3.12% and the 5-year return is 2.96%. WPVLX dividend yield stands at 8.93%, paid annually.

WPVLX top holdings include Berkshire Hathaway Inc Brk/B Us Equity (9.1%), Alphabet Inc. C (7.4%), Heico Corp. Cl. A (7.1%), Visa Inc Class A (5.0%), Mastercard Inc (4.7%). Go to all WPVLX holdings, WPVLX sectors, or WPVLX dividends.

WPVLX can be compared against other funds. Use WPVLX overlap to find shared positions, or WPVLX vs another fund for a side-by-side view. WPVLX alternatives are available via the screener, along with tax-loss harvesting opportunities.