WPVLX quote
15.74up +0.03 +0.19%
Previous Close15.71CategoryLarge Value
Net Assets543.00 MilDividend Yield0.07%
Morningstar ratings:Minimum Initial Purchase2,500
RiskAverage1 Year Return46.26%
RatingRating: 3 out of 53 Year Return-9.42%
ReturnAverage5 Year Return-1.90%
Cumulative growth of a $10,000 investment
10k growth chart
20042005200620072008YTD
Growth14.99%12.19%37.47%25.73%-22.12%0.98%
Value$11,499$11,219$13,747$12,573$7,788$10,098
Last NAV update 8:00 PM ET   Financial data in U.S. dollars

Your latest quotes:  WDFC, KFT, AMX, FXI, WPVLX, COMS

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 WPVLX
Fees and expenses
Front load0.00%
Deferred load0.00%
Expense Ratio1.19%
Top holdings for WPVLX
Company Name% Net Assets
Berkshire Hathaway Inc. B8.71%
Redwood Trust, Inc.4.68%
WellPoint, Inc.4.64%
Telephone and Data Systems, Inc.4.11%
Dell, Inc.3.85%
More top holdings for WPVLX
Additional Fund Information
Inception date05/31/1983
ManagerWallace R. Weitz
Manager start date06/01/1983
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