WPVLX Mutual Fund

WPVLX Mutual Fund (Multi Cap Equity Fund Investor Class) is managed by Weitz Funds with $173.8M in net assets. WPVLX expense ratio is 1.06%, holding 35 positions across sectors including Industrials, Communication Services, Information Technology. Inception date: 1983-06-01.

WPVLX performance shows a YTD return of 1.84%. The 1-year return is -0.50% and the 5-year return is 6.75%. WPVLX dividend yield stands at 8.89%, paid annually.

WPVLX top holdings include Berkshire Hathaway Inc Brk/B Us Equity (8.6%), Heico Corp. Cl. A (8.3%), Alphabet Inc. C (6.9%), Visa Inc Class A (5.4%), Mastercard Inc (4.7%). Go to all WPVLX holdings, WPVLX sectors, or WPVLX dividends.

WPVLX can be compared against other funds. Use WPVLX overlap to find shared positions, or WPVLX vs another fund for a side-by-side view. WPVLX alternatives are available via the screener, along with tax-loss harvesting opportunities.