C
Weitz Multi Cap Equity Fund - Investor Class WPVLX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings WPVLX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C+
Risk Index Fair
Risk Grade C
Company Info WPVLX-NASDAQ Click to
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Provider Weitz
Manager/Tenure (Years) Wallace R. Weitz (42), Andrew S. Weitz (4)
Website http://www.weitzfunds.com
Fund Information WPVLX-NASDAQ Click to
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Fund Name Weitz Multi Cap Equity Fund - Investor Class
Category Large Blend
Sub-Category US Equity Large Cap Blend
Prospectus Objective Growth
Inception Date Jun 01, 1983
Open/Closed To New Investors Open
Minimum Initial Investment 2,500.00
Minimum Subsequent Investment 25.00
Front End Fee --
Back End Fee --
Dividends and Shares WPVLX-NASDAQ Click to
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Dividend Yield 0.00%
Dividend WPVLX-NASDAQ Click to
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Dividend Yield (Forward) 0.94%
Asset Allocation WPVLX-NASDAQ Click to
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Cash 0.62%
Stock 96.42%
U.S. Stock 95.00%
Non-U.S. Stock 1.42%
Bond 2.96%
U.S. Bond 2.96%
Non-U.S. Bond 0.00%
Preferred 0.00%
Convertible 0.00%
Other Net 0.00%
Price History WPVLX-NASDAQ Click to
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7-Day Total Return 2.35%
30-Day Total Return 2.97%
60-Day Total Return 4.72%
90-Day Total Return 7.26%
Year to Date Total Return 5.17%
1-Year Total Return 15.01%
2-Year Total Return 29.11%
3-Year Total Return 43.68%
5-Year Total Return 70.81%
Price WPVLX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
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NAV WPVLX-NASDAQ Click to
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Nav $33.94
1-Month Low NAV $32.67
1-Month High NAV $33.95
52-Week Low NAV $29.28
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $36.90
52-Week High Price (Date) Nov 11, 2024
Beta / Standard Deviation WPVLX-NASDAQ Click to
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Beta 0.96
Standard Deviation 16.74
Balance Sheet WPVLX-NASDAQ Click to
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Total Assets 582.88M
Operating Ratios WPVLX-NASDAQ Click to
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Expense Ratio 1.07%
Turnover Ratio 16.00%
Performance WPVLX-NASDAQ Click to
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Last Bull Market Total Return 20.41%
Last Bear Market Total Return -14.94%