WPVLX Mutual Fund
WPVLX Mutual Fund
Multi Cap Equity Fund Investor Class

WPVLX Mutual Fund Overview
WPVLX Mutual Fund (Multi Cap Equity Fund Investor Class) is managed by Weitz Funds with $189.1M in net assets. WPVLX expense ratio is 1.06%, holding 33 positions across sectors including Industrials, Information Technology, Communication Services. Inception date: 1983-06-01.
WPVLX performance shows a YTD return of -0.66%. The 1-year return is -2.36% and the 5-year return is 7.05%. WPVLX dividend yield stands at 9.13%, paid annually.
WPVLX top holdings include Berkshire Hathaway Inc Brk/B Us Equity (9.1%), Alphabet Inc. C (7.4%), Heico Corp. Cl. A (7.1%), Visa Inc Class A (5.0%), Mastercard Inc (4.7%). View all WPVLX holdings, sector breakdown, or dividend history.
WPVLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WPVLX alternatives are available via the screener, along with tax-loss harvesting opportunities.