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Weitz Value Investor (WVALX)

45.94 Up 0.06(0.13%) Sep 17
Prev Close:45.88
YTD Return*:6.38%
Net Assets*:1.14B
Yield*:N/A

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
VRX.TO5.472.30
LBTYK.L4.94-2.11
BRK.B4.4116.36
LINTA4.301.02
LMCA3.72-3.21

Fund Basics

Morningstar Overall Rating:
Total Assets:1.14B
Category:Large Blend
Annual Report Expense Ratio (net):1.18%

Performance & Risk

YTD Return:6.38%
5y Avg Return:16.67%
Rank in Category (ytd):85
% Rank in Category (ytd):5.22%
Beta (3y):0.79
Morningstar Risk Rating:2

Fund Summary

The investment seeks capital appreciation. The fund invests the majority of its assets in common stock of larger companies. The fund managers consider larger-cap companies to be issuers with a market capitalization equal to or greater than the median capitalization of companies in the Russell 1000 Index at the time of purchase. If there is cash available for investment and no securities that meet the fund's investment criteria, the fund may invest without limitation in high-quality cash and cash equivalents such as U.S. government securities or government money market fund shares. View More
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