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Weitz Value Investor WVALX

Quantitative rating as of | See Weitz Investment Hub
  • NAV / 1-Day Return 46.83  /  2.41 %
  • Total Assets 823.7 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.040%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 15%

Morningstar’s Analysis WVALX

Will WVALX outperform in future?

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

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit Weitz 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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