WVALX : Weitz Value Fund Investor Class

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


Weitz Value Fund Investor Class

FI Score

37 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

8 /10

Market Size

5 /10

37% FI Score
  • wvalx
  • Mutual Fund
  • US Stocks
  • Large Growth

Weitz Value Fund Investor Class

Expenses: 1.20% (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 invests the majority of its assets in common stock of larger companies. The adviser 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.

Largest Holdings

Amount Holding
7.35% Berkshire Hathaway Inc B
7.05% Alphabet Inc Class C
7.05% Liberty Broadband Corp C
4.30% Thermo Fisher Scientific Inc
4.17% Facebook Inc A
4.15% Visa Inc Class A
4.03% Oracle Corp
3.96% JPMorgan Chase & Co
3.88% Danaher Corp
3.85% Mastercard Inc A
3.75% Aon PLC
3.69% Vulcan Materials Co
3.59% Laboratory Corp of America Holdings
3.40% Amazon.com Inc
3.40% Analog Devices Inc
3.06% Salesforce.com Inc
2.93% Charles Schwab Corp
2.92% Comcast Corp Class A
2.76% Liberty SiriusXM Group C
2.67% CoStar Group Inc
2.62% Linde PLC
2.41% Diageo PLC ADR
2.35% Accenture PLC Class A
2.32% S&P Global Inc
2.03% Liberty Global PLC C

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