- What does WVALX invest in?
- This fund primarily allocates the majority of its capital to equity securities issued by large-capitalization companies. The Adviser considers "large companies" to be those with market values that are at least equivalent to the median firm within the Russell 1000 Index. Additionally, the fund maintains the flexibility to invest in securities from international companies, regardless of whether these holdings are priced in U.S. dollars or other foreign currencies.
- What is the expense ratio of WVALX?
- Weitz Large Cap Equity Fund - Investor Class (WVALX) charges an expense ratio of 1.03%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is WVALX?
- Weitz Large Cap Equity Fund - Investor Class (WVALX) manages $644.6M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is WVALX actively managed or an index fund?
- WVALX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (WVALX's is 1.03%) because there's no security selection cost.
- When was WVALX launched?
- Weitz Large Cap Equity Fund - Investor Class (WVALX) launched in May 1986 and is managed by the fund issuer.
- How has WVALX performed?
- WVALX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
