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Morningstar

Weitz Partners Value Investor WPVLX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 27.61  /  0.68 %
  • Total Assets 401.1 Mil
  • 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%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:17 PM GMT+00:00

Morningstar’s Analysis WPVLX

Will WPVLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WPVLX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the WPVLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of WPVLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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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.

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