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Weitz Value (WVALX)

40.16 Up 0.06(0.15%) 24 May

Prev Close:40.16
YTD Return*:8.58%
Net Assets*:959.41M
Yield*:0.09%

* As of 28-Feb-13

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for WVALX at this time.

Top Holdings

Symbol% AssetsYTD Return %
BRK.B5.8813.77
VRX.TO5.6513.15
AON5.229.49
HPQ4.0741.40
TXN3.7112.43
» More Fund Holdings

Fund Basics

Morningstar Overall Rating:
Total Assets:959.41M
Category:Large Blend
Annual Report Expense Ratio (net):1.20%
Fund Profile | Holdings

Performance & Risk

YTD Return:8.58%
5y Avg Return:5.42%
Rank in Category (ytd):5
% Rank in Category (ytd):0.29%
Beta (3y):0.89
Morningstar Risk Rating:3
Performance Details | Risk Details

Fund Summary

The investment seeks capital appreciation. The fund invests the majority of its assets in common stock of larger companies. It considers larger-cap companies to be issuers with a market capitalization equal to or greater than the median capitalization of companies in the Russell 1000 Index at the time of purchase. If there is cash available for investment and no securities that meet the fund's investment criteria, the fund may invest without limitation in high-quality cash and cash equivalents such as U.S. government securities or government money market fund shares. It is non-diversified. View More
Fund Profile
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