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.
- 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.