Breaking News
Get 50% Off 0
🚀 June’s AI-picked stocks soar, with Adobe +18.1% in 11 days. Don’t miss July’s upcoming picks. Unlock full list
Close

Weitz Large Cap Equity Fund - Institutional Class (WVAIX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
55.35 +0.08    +0.14%
01:00:00 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 352.9M
Type:  Fund
Market:  United States
Issuer:  Weitz
Asset Class:  Equity
Weitz Value Institutional 55.35 +0.08 +0.14%

WVAIX Overview

 
Find basic information about the Weitz Large Cap Equity Fund - Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add WVAIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change9.82%
Prev. Close55.27
Risk Rating
TTM Yield0%
ROE23.70%
IssuerWeitz
Turnover11%
ROA9.33%
Inception Date41851
Total Assets352.9M
Expenses0.87%
Min. Investment1,000,000
Market Cap151.81B
CategoryLarge Blend
What is your sentiment on Weitz Value Institutional?
or
Vote to see community's results!

Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1027 972 1200 1134 1794 -
Fund Return 2.66% -2.82% 19.98% 4.29% 12.39% -
Place in category 1421 1452 1205 1184 987 -
% in Category 97 99 84 90 81 -

Top Equity Funds by Weitz

  Name Rating Total Assets YTD% 3Y% 10Y%
  Weitz Value Investor 533.59M 2.58 4.13 8.83
  Weitz Partners III Opportunity Inst 400.25M 4.19 -1.44 4.62
  Weitz Partners Value Institutional 324.02M 3.99 1.13 -
  Weitz Partners Value Investor 223.96M 1.23 5.92 5.66
  Weitz Balanced 52.25M 1.03 4.59 5.46

Top Funds for Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 656.55B 10.13 7.72 -
  Fidelity 500 Index Institutional Pr 540.14B 11.29 9.55 12.68
  Vanguard 500 Index Admiral 507.74B 11.28 9.52 12.65
  Vanguard Total Stock Market Admiral 371.57B 10.12 7.70 12.03
  Vanguard 500 Index Institutional Se 172.16B 11.29 9.55 -

Top Holdings

Name ISIN Weight % Last Change %
Meta Platforms Inc Class A - 5.16 - -
Visa Inc Class A - 5.04 - -
Alphabet Inc Class C - 5.02 - -
Berkshire Hathaway Inc Class B - 4.92 - -
Mastercard Inc Class A - 4.86 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Neutral Strong Buy
Summary Strong Buy Neutral Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

WVAIX Comments

Write your thoughts about Weitz Large Cap Equity Fund - Institutional Class
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email