About WVALX
The Weitz Large Cap Equity Fund - Investor Class is a mutual fund focused on capital appreciation through investments primarily in large-cap U.S. equities. Designed for investors seeking exposure to sizeable, established companies, the fund typically allocates at least 80% of its assets to stocks with market capitalizations equal to or greater than the median of the Russell 1000 Index. Its portfolio is concentrated, holding a limited number of high-conviction positions—about 29 stocks—with nearly half of its assets invested in its top ten holdings. The fund employs a value-driven, "private-buyer" approach, aiming to purchase shares at meaningful discounts to intrinsic value through rigorous bottom-up, fundamental analysis. Sectors with notable representation include financial services, healthcare, communication services, and industrials, with longstanding positions in industry leaders such as Visa, Berkshire Hathaway, and Danaher. While it may also invest in select non-U.S. companies, the fund's core orientation is toward large blend equities, aligning closely with the characteristics of the U.S. market’s largest firms. It is managed by an experienced team at Weitz Investment Management, emphasizing a long-term, risk-aware approach to equity investing.
Fund Family Weitz
Category Large Blend
Performance Rating Low
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol WVALX
Share Class - Investor Class
Index S&P 500 TR
WVALX had a total return of 5.46% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.21%.
