WPVLX : Weitz Partners Value Fund Investor Class

WPVLX is a US Stocks Market Large Growth with HIGH fees.

WPVLX

Weitz Partners Value Fund Investor Class

FI Score

33 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

8 /10

Market Size

4 /10

33% FI Score
  • wpvlx
  • Mutual Fund
  • US Stocks
  • Large Growth

Weitz Partners Value Fund Investor Class

Expenses: 1.24% (Better than 0% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation. The fund's investment strategy is based on the manager's belief that stock prices fluctuate around the true value of a company. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. It may invest in securities issued by non-U.S. companies, which securities may be denominated in U.S. dollars or foreign currencies. As part of the fund's strategy, the fund may concentrate its investments in securities of relatively few issuers.

Largest Holdings

Amount Holding
7.07% Berkshire Hathaway Inc B
6.38% Alphabet Inc Class C
5.11% Liberty Broadband Corp C
4.25% Laboratory Corp of America Holdings
4.22% Visa Inc Class A
3.98% Black Knight Inc A
3.50% Vulcan Materials Co
3.46% Mastercard Inc A
3.43% Liberty SiriusXM Group C
3.35% Markel Corp
3.31% ACI Worldwide Inc
3.06% Charles Schwab Corp
3.02% Facebook Inc A
3.01% Oracle Corp
2.99% Texas Instruments Inc
2.98% Liberty Global PLC C
2.88% Aon PLC
2.78% CoStar Group Inc
2.71% Marvell Technology Group Ltd
2.68% CarMax Inc
2.47% Guidewire Software Inc
2.43% Summit Materials Inc A
2.43% Liberty Latin America Ltd Class C
2.30% LKQ Corp
2.15% Axalta Coating Systems Ltd

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo