Morningstar

Weitz Large Cap Equity-Investor Cl WVALX

Morningstar Medalist Rating
Medalist Rating as of | See Weitz Investment Hub
  • NAV / 1-Day Return 58.20  /  +0.19 %
  • Total Assets 957.0 Mil
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.030%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 20%

USD | NAV as of Sep 28, 2024 | 1-Day Return as of Sep 28, 2024, 12:17 AM GMT+0

Morningstar’s Analysis WVALX

Will WVALX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WVALX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WVALX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WVALX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weitz Large Cap Equity-Investor Cl earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WVALX

More WVALX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class C

5.05 44.9 Mil
Communication Services

Visa Inc Class A

5.01 44.6 Mil
Financial Services

Meta Platforms Inc Class A

4.95 44.1 Mil
Communication Services

Berkshire Hathaway Inc Class B

4.91 43.7 Mil
Financial Services

Danaher Corp

4.77 42.5 Mil
Healthcare

Mastercard Inc Class A

4.71 41.9 Mil
Financial Services

Thermo Fisher Scientific Inc

4.66 41.5 Mil
Healthcare

Aon PLC Class A

4.04 36.0 Mil
Financial Services

Charter Communications Inc Class A

3.94 35.1 Mil
Communication Services

Global Payments Inc

3.86 34.3 Mil
Industrials

Sponsor Center