The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Weitz Partners Value Investor to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 27.61 / 0.68 %
- Total Assets 401.1 Mil
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Adj. Expense Ratio
- Expense Ratio 1.090%
- Distribution Fee Level High
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.00
- Turnover 8%
Morningstar’s Analysis WPVLX
Will WPVLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.