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Weitz Value Investor

WVALX
38.73
-0.21
-0.54%
5/4/2016
5 Years
  • Previous Close

    38.94

  • Net Assets

    731.32M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    1.18%

  • Category

    Large Blend

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★
Profile

Name of Issuer

Weitz

Fund Style

Open

Fund Manager

David Perkins

Investment Style

Large Growth

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.

Purchase Information

Initial Purchase 2,500
Initial Purchase: IRA 2,500
Initial Purchase: AIP 2,500

Inception

5/9/1986

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