WVAIX Mutual Fund

WVAIX Mutual Fund (The Weitz Funds - LARGE CAP EQUITY FUND Institutional class) is managed by Weitz Funds with $256.2M in net assets. WVAIX expense ratio is 0.86%, holding 31 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2014-07-31.

WVAIX performance shows a YTD return of -0.58%. The 1-year return is -0.76% and the 5-year return is 3.07%. WVAIX dividend yield stands at 20.65%, paid annually.

WVAIX top holdings include Danaher Corporation (8.2%), Visa Inc Class A (6.3%), Alphabet Inc (5.9%), Thermo Fisherscientific Inc. (5.8%), Amazon.Com Inc (5.8%). 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.