WVAIX Mutual Fund
WVAIX Mutual Fund
The Weitz Funds - LARGE CAP EQUITY FUND Institutional class

WVAIX Mutual Fund Overview
WVAIX Mutual Fund (The Weitz Funds - LARGE CAP EQUITY FUND Institutional class) is managed by Weitz Funds with $258.3M in net assets. WVAIX expense ratio is 0.86%, holding 31 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2014-07-31.
WVAIX performance shows a YTD return of -5.24%. The 1-year return is -5.80% and the 5-year return is 7.82%. WVAIX dividend yield stands at 22.25%, paid annually.
WVAIX top holdings include Danaher Corp. (8.2%), Thermo Fisher (6.0%), Alphabet Inc. C (5.8%), Microsoft Corp (5.6%), Visa Inc Class A (5.6%). View all WVAIX holdings, sector breakdown, or dividend history.
WVAIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WVAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.