WVALX Mutual Fund
WVALX Mutual Fund
WVALX Mutual Fund
The Weitz Funds - LARGE CAP EQUITY FUND Investor class
WVALX Mutual Fund Overview
WVALX Mutual Fund (The Weitz Funds - LARGE CAP EQUITY FUND Investor class) is managed by Weitz Funds with $381.8M 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 21.55%, paid annually.
WVALX 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 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.