WVALX Mutual Fund

WVALX Mutual Fund (The Weitz Funds - LARGE CAP EQUITY FUND Investor class) is managed by Weitz Funds with $373.5M in net assets. WVALX expense ratio is 1.03%, holding 31 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 1986-05-09.

WVALX performance shows a YTD return of -0.68%. The 1-year return is -0.94% and the 5-year return is 2.91%. WVALX dividend yield stands at 22.12%, paid annually.

WVALX top holdings include Danaher Corporation (8.2%), Thermo Fisherscientific Inc. (6.0%), Alphabet Inc. C (5.8%), Microsoft Corp (5.6%), Visa Inc Class A (5.6%). Go to all WVALX holdings, WVALX sectors, or WVALX dividends.

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