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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 is based on the manager'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. It 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-1.35% 3 years+1.58%
3 months-0.98% 5 years+9.08%
1 year+7.58% Since inception+11.80%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+9.08%+12.91%
Expense ratio1.27%0.98%
Risk 5 year sharpe ratio0.961.33
Net assets$697.8M$5.1B
Average market cap$32.2B$132.8B
Average P/E22.922.2
Portfolio turnover16%16%

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Fund Management and Purchase Info

Fund familyWeitz
Fund manager & tenureWallace Weitz / 34 Years
Minimal initial investment$2,500.00
Minimum IRA investment--


U.S. stock73.52%
International stock9.50%
Fixed income3.21%
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
BRKB Berkshire Hathaway8.12%
LBRDK Liberty Broadband Corp7.37%
LBTYK Liberty Global PLC7.13%
V Visa4.37%
LH Laboratory Corporation of America Holdings4.25%
AGN Allergan4.03%
QVCA Liberty Interactive Corp3.81%
GOOG Google3.51%
CFX Colfax Corp3.07%
FOXA Twenty-First Century Fox3.02%