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WVALX
Mutual Fund ticker: NASDAQ
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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

Profile

Category
Large Blend
Address
Weitz Funds1125 South 103 St Suite 200Omaha
Phone
N/A
Web
www.weitzfunds.com

Details

Group
Domestic Stock Funds
Category
Large Blend
Total Expense Ratio
1.03
Min. Initial Investment
2500.00
Fund Existence
about 39 years
Turnover
31.00
Front Load
N/A
Net Assets
829362800.00
Manager Tenure
N/A

Fundamentals

WVALX
Net Assets
829M
Fund Existence
about 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
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
491M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.75
Modified Duration
N/A
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
47.26%
Gain YTD
-1.959
Annual Yield % from dividends
0.00
Returns for 1 year
-5.19
Returns for 3 years
-2.86
Returns for 5 years
7.37
Returns for 10 years
16.76
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
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General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Weitz Funds1125 South 103 St Suite 200Omaha
Phone
N/A
Web
www.weitzfunds.com