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Morningstar

Weitz Value Investor WVALX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 44.90  /  0.94 %
  • Total Assets 790.6 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%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 12:41 AM GMT+00:00

Morningstar’s Analysis WVALX

Will WVALX 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 WVALX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the WVALX 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 WVALX’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 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-highest quintile among peers.

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