WVAIX Mutual Fund (The Weitz Funds - LARGE CAP EQUITY FUND Institutional class) is managed by Weitz Funds with $297.2M in net assets. WVAIX expense ratio is 0.86%, holding 29 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2014-07-31.

WVAIX performance shows a YTD return of -0.94%. The 1-year return is -6.89% and the 5-year return is 12.57%. WVAIX dividend yield stands at 22.13%, paid annually.

WVAIX top holdings include Danaher Corp. (6.8%), Microsoft Corp (6.6%), Thermo Fisher (5.2%), Alphabet Inc. C (5.2%), Meta Platforms, Inc. (4.9%). 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.