WVALX
Weitz Large Cap Equity Fund - Investor Class
1W: -1.4%
1M: -1.2%
3M: +3.0%
YTD: +0.1%
1Y: -18.7%
3Y: +1.7%
5Y: -6.9%
$42.99
+0.24 (+0.56%)
Weekly Expected Move ±1.3%
$42
$42
$43
$43
$44
Similar ETFs
20 peers by holdings overlap (31 holdings)
WBALX
Weitz Conservative Allocation Fund;Investor
62.9%
Shared17 holdings
Total27
AUM$166M
Price$16.39
WPVLX
Weitz Multi Cap Equity Fund - Investor Class
55.1%
Shared18 holdings
Total31
AUM$479M
Price$29.70
EAALX
Eaton Vance-Atlanta Capital Focused Growth
40.2%
Shared7 holdings
Total21
AUM$457M
Price$19.08
ROGSX
Red Oak Technology Select Fund
39.9%
Shared18 holdings
Total28
AUM$843M
Price$65.74
PGIRX
Polen Global Growth Fund
38.7%
Shared12 holdings
Total31
AUM$211M
Price$20.58
PBCKX
Principal Blue Chip Fund
37.1%
Shared13 holdings
Total38
AUM$7.5B
Price$41.84
DFDPX
DF Dent Premier Growth Investor
36.7%
Shared12 holdings
Total37
AUM$196M
Price$36.68
POLRX
Polen Growth Fund;Investor
35.7%
Shared10 holdings
Total26
AUM$3.2B
Price$31.18
CSIEX
Calvert Equity A
35.0%
Shared10 holdings
Total45
AUM$3.3B
Price$62.60
SGAPX
Virtus SGA Global Growth I Class
33.4%
Shared10 holdings
Total32
AUM$144M
Price$20.33
BUFGX
Buffalo Growth
32.8%
Shared13 holdings
Total38
AUM$175M
Price$39.12
TRBCX
T. Rowe Price Blue Chip Growth Fund
32.0%
Shared13 holdings
Total58
AUM$110.7B
Price$220.85
TPLGX
T. Rowe Price Institutional Large Cap Core Growth Fund
32.0%
Shared13 holdings
Total58
AUM$6.7B
Price$74.83
SEBLX
Touchstone Balanced Fund Class A
31.2%
Shared10 holdings
Total45
AUM$973M
Price$31.50
SENCX
Touchstone Large Cap Focused A
31.2%
Shared10 holdings
Total44
AUM$3.5B
Price$90.69
POGAX
Putnam Large Cap Growth Fund;A
30.8%
Shared11 holdings
Total45
AUM$15.3B
Price$80.87
BDAFX
Baron Durable Advantage Fund Retail Shares
30.8%
Shared10 holdings
Total30
AUM$521M
Price$35.08
TWCIX
American Century Select Fund Investor Class
30.7%
Shared10 holdings
Total54
AUM$6.8B
Price$139.13
CHCGX
Chesapeake Growth Fund
30.4%
Shared8 holdings
Total33
AUM$62M
Price$58.63
PBFDX
Payson Total Return Fund
29.4%
Shared11 holdings
Total28
AUM$330M
Price$44.22
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WVALX | $634M | 29 | 55.8% | 9.5 | 2.7 | 3.3 | 32.3% | 34.9% | 0.76% | +13.5% | +31.1% | 63.5 | 6.4 |
| WBALX | $166M | 27 | 23.3% | 12.4 | 2.7 | 3.9 | 23.6% | 31.4% | 1.07% | +8.9% | +35.5% | 65.0 | 6.6 |
| WPVLX | $479M | 31 | 54.6% | 15.3 | 3.6 | 5.4 | 26.6% | 35.2% | 0.86% | +4.9% | +22.6% | 59.5 | 6.2 |
| EAALX | $457M | 21 | 63.7% | 14.1 | 4.9 | 6.0 | 40.7% | 42.8% | 1.15% | +10.9% | +29.2% | 63.8 | 5.9 |
| ROGSX | $843M | 28 | 169.7% | 16.8 | 5.4 | 5.5 | 39.0% | 32.7% | 0.76% | +25.7% | +47.0% | 60.3 | 6.3 |
| PGIRX | $211M | 31 | 53.0% | 22.9 | 6.8 | 7.0 | 33.4% | 30.4% | 1.03% | +16.2% | +44.0% | 66.6 | 6.5 |
| PBCKX | $7.5B | 38 | 70.0% | 13.6 | 4.0 | 3.9 | 33.9% | 28.4% | 1.24% | +11.1% | +49.5% | 58.4 | 6.3 |
| DFDPX | $196M | 37 | 45.1% | 16.7 | 5.2 | 4.9 | 37.3% | 29.2% | 0.76% | +16.7% | +25.7% | 65.5 | 6.3 |
| POLRX | $3.2B | 26 | 57.6% | 16.5 | 5.4 | 5.3 | 39.0% | 31.9% | 1.09% | +20.7% | +35.0% | 68.5 | 6.5 |
| CSIEX | $3.3B | 45 | 43.8% | 13.7 | 4.7 | 5.5 | 39.8% | 40.2% | 1.11% | +9.3% | +26.4% | 62.8 | 6.2 |
| SGAPX | $144M | 32 | 47.0% | 20.4 | 3.8 | 3.8 | 20.4% | 18.5% | 0.99% | +19.1% | +34.9% | 62.9 | 6.3 |