WVAIX Mutual Fund
WVAIX Mutual Fund
WVAIX Mutual Fund
The Weitz Funds - LARGE CAP EQUITY FUND Institutional class
WVAIX Mutual Fund Overview
WVAIX Mutual Fund (The Weitz Funds - LARGE CAP EQUITY FUND Institutional class) is managed by Weitz Funds with $258.3M in net assets. WVAIX expense ratio is 0.86%, holding 39 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2014-07-31.
WVAIX performance shows a YTD return of 0.61%. The 1-year return is 0.51% and the 5-year return is 8.13%.
WVAIX top holdings include Danaher Corporation (8.2%), Visa Inc Class A (6.3%), Alphabet Inc. C (5.9%), Thermo Fisherscientific Inc. (5.8%), Amazon.Com Inc (5.8%). Go to all WVAIX holdings, WVAIX sectors, or WVAIX dividends.
WVAIX can be compared against other funds. Use WVAIX overlap to find shared positions, or WVAIX vs another fund for a side-by-side view. WVAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.