WVALX quote
23.33up +0.12 +0.52%
Previous Close23.21CategoryLarge Value
Net Assets920.00 MilDividend Yield0.25%
Morningstar ratings:Minimum Initial Purchase2,500
RiskAverage1 Year Return57.70%
RatingRating: 2 out of 53 Year Return-11.75%
ReturnLow5 Year Return-3.67%
Cumulative growth of a $10,000 investment
10k growth chart
20042005200620072008YTD
Growth15.73%12.51%37.10%22.93%-27.17%-10.00%
Value$11,573$11,251$13,710$12,293$7,283$9,000
Last NAV update 8:00 PM ET   Financial data in U.S. dollars

Your latest quotes:  ORCL, PBR, WVALX, ABB, WYNN, SLM

Overview
The investment seeks capital appreciation. The fund invests primarily in common stocks and a variety of securities convertible into common stocks. It may invest in the securities of other investment companies, which may include exchange-traded funds and may invest in the equity securities of issuers of all sizes, including small capitalization companies (which are those with a market capitalization of less than $2 billion), which is to sound, growing, well-managed businesses. It may also invest in put and call options. It is nondiversified.
More information for WVALX
Fees and expenses
Front load0.00%
Deferred load0.00%
Expense Ratio1.20%
Top holdings for WVALX
Company Name% Net Assets
Berkshire Hathaway Inc. B11.50%
WellPoint, Inc.4.71%
Redwood Trust, Inc.4.67%
Dell, Inc.4.13%
Microsoft Corporation4.13%
More top holdings for WVALX
Additional Fund Information
Inception date05/09/1986
ManagerWallace R. Weitz
Manager start date05/09/1986


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