Weitz Value Fund Investor Class (WVALX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 1.63% | 4.51% | -2.88% |
Year-to-Date | 1.74% | 4.20% | -2.45% |
1 Year | 16.67% | 0.00% | 16.67% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
32%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 32% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 1.18%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,471
Real cost (fees + lost compounding)
$1,823
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
98%
Return in excess of styles
(over past year)
-3.02%