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Weitz Partners Value Fund Investor Class (WPVLX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund's investment strategy (which the managers call "value investing") is based on the fund'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. The fund 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.


1 month-0.63% 3 years+11.03%
3 months-3.21% 5 years+10.87%
1 year-7.51% Since inception+12.21%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+10.87%+11.68%
Expense ratio1.18%1.08%
Risk 5 year sharpe ratio1.021.01
Net assets$938.5M$3.6B
Average market cap$18.2B$101.5B
Average P/E17.019.3
Portfolio turnover26%26%

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Fund Management and Purchase Info

Fund familyWeitz
Fund manager & tenureWallace Weitz / 32 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock71.68%
International stock8.71%
Fixed income1.08%
Top 5 Sectors
Portfolio weighting
Financial service 16.79%
Media 16.52%
Industrial materials 11.66%
Healthcare 9.58%
Hardware 9.15%
Top 10 Holdings
Portfolio weighting
LBTYK Liberty Global PLC5.44%
BRKB Berkshire Hathaway5.26%
LMCK Liberty Media Corp3.73%
QVCA Liberty Interactive Corp3.48%
PCP Precision Castparts Corp3.23%
FOXA Twenty-First Century Fox3.21%
-- 3.09%
MSI Motorola2.96%
ESRX Express Scripts Holding Co2.80%
LH Laboratory Corporation of America Holdings2.64%