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WVALX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Weitz Large Cap Equity-Investor Cl (WVALX) Ownership - Who owns Weitz Large Cap Equity-Investor Cl?

The investment seeks capital appreciation... Show more

Category: #Large Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

WVALX

Net Assets

845M

Fund Existence

over 39 years

Turnover

31.00

Total Expense Ratio

1.03

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2500

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.03

Assets in Top Ten Holdings

414M

Average Credit Quality

N/A

Average Effective Duration

0.08

Average Effective Maturity

0.08

Fund of Funds

Fund Share Class Net Assets

499M

Fund Type

OpenEnd

Index Fund

Management Fee

0.75

Modified Duration

0.08

No Load Fund

Yes

Number of Long Holdings

28.00

Number of Net Holdings

29.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

47.21%

Gain YTD

0.304

Annual Yield % from dividends

0.00

Returns for 1 year

-8.12

Returns for 3 years

5.23

Returns for 5 years

4.71

Returns for 10 years

25.18

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Category LargeBlend

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