WVALX Mutual Fund

WVALX Mutual Fund (The Weitz Funds - LARGE CAP EQUITY FUND Investor class) is managed by Weitz Funds with $386.0M in net assets. WVALX expense ratio is 1.03%, holding 39 positions across sectors including Financials, Industrials, Health Care. Inception date: 1986-05-09.

WVALX performance shows a YTD return of 4.85%. The 1-year return is 5.59% and the 5-year return is 3.42%.

WVALX top holdings include Infracap Mlp ETF (5.4%), Alerian Mlp ETF (5.1%), Global X Mlp ETF (5.1%), First Trust North American Energy Infrastructure Fund (5.0%), State Street Spdr Bloomberg Convertible Securities Etf (4.1%). 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.