| 29.13 Net Asset Value | +0.07% 1 Day | +17.41% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 1.20% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +6.82% | 3 years | +17.76% | |
| 3 months | +11.06% | 5 years | +10.25% | |
| 1 year | +29.81% | Since inception | +12.66% |
| WPVLX | Category | |
|---|---|---|
| Performance 5-yr return | +10.25% | +4.80% |
| Expense ratio | 1.20% | 1.17% |
| Risk 5 year sharpe ratio | 0.55 | 0.30 |
| Net assets | $851.5M | $2.7B |
| Average market cap | $15.9B | $57.0B |
| Average P/E | 17.4 | 16.4 |
| Portfolio turnover | 24% | 24% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Weitz |
| Fund manager & tenure | Wallace Weitz / 29 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 16.79% |
| Media | 16.52% |
| Industrial materials | 11.66% |
| Healthcare | 9.58% |
| Hardware | 9.15% |
| DTV Directv | 4.37% |
| BRKB Berkshire Hathaway Inc Class B | 4.20% |
| -- Valeant Pharmaceuticals International Inc | 4.01% |
| AON Aon plc | 4.01% |
| RWT Redwood Trust, Inc. | 3.89% |
| TXN Texas Instruments, Inc. | 3.47% |
| FLIR FLIR Systems, Inc. | 3.32% |
| WFC Wells Fargo & Co | 3.18% |
| LBTYK Liberty Global, Inc. | 3.09% |
| ICON Iconix Brand Group, Inc. | 3.07% |
.
