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 (5)
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) 0.95%
Asset Allocation WPVLX-NASDAQ Click to
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Cash 4.57%
Stock 95.42%
U.S. Stock 93.93%
Non-U.S. Stock 1.49%
Bond 0.00%
U.S. Bond 0.00%
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 -4.01%
30-Day Total Return -4.94%
60-Day Total Return -2.12%
90-Day Total Return -0.46%
Year to Date Total Return -0.03%
1-Year Total Return 4.66%
2-Year Total Return 20.91%
3-Year Total Return 28.14%
5-Year Total Return 56.29%
Price WPVLX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
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NAV WPVLX-NASDAQ Click to
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Nav $32.26
1-Month Low NAV $32.26
1-Month High NAV $34.19
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 --
Standard Deviation 16.26
Balance Sheet WPVLX-NASDAQ Click to
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Total Assets 561.02M
Operating Ratios WPVLX-NASDAQ Click to
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Expense Ratio 1.06%
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%