WVAIX Mutual Fund
WVAIX Mutual Fund
WVAIX Mutual Fund
The Weitz Funds - LARGE CAP EQUITY FUND Institutional class
WVAIX Mutual Fund Overview
WVAIX Mutual Fund (The Weitz Funds - LARGE CAP EQUITY FUND Institutional class) is managed by Weitz Funds with $251.3M in net assets. WVAIX expense ratio is 0.86%, holding 31 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2014-07-31.
WVAIX performance shows a YTD return of -5.24%. The 1-year return is -5.80% and the 5-year return is 7.82%. WVAIX dividend yield stands at 22.25%, paid annually.
WVAIX 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%). Go to all WVAIX holdings, WVAIX sectors, or WVAIX dividends.
WVAIX can be compared against other funds. Use WVAIX overlap to find shared positions, or WVAIX vs another fund for a side-by-side view. WVAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.