Large Cap Equity Fund - Weitz Funds
Shareclass
Large Cap Equity Fund Large Cap Equity Fund - Investor Class (WVALX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Large Cap Equity
Ranking: 993 out of 1,373 funds
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Groups
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Large Cap Equity Fund - Weitz Funds WVALX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Mastercard Inc4.82% of assets$36.54M invested
- 2. Accenture PLC3.01% of assets$22.81M invested
- 3. Microsoft Corp6.38% of assets$48.36M invested
- 4. IDEX Corp4.46% of assets$33.81M invested
- 5. Salesforce Inc3.06% of assets$23.18M invested
- 6. Equifax Inc4.08% of assets$30.92M invested
- 7. Meta Platforms Inc4.79% of assets$36.3M invested
- 8. Visa Inc5.32% of assets$40.33M invested
- 9. Thermo Fisher Scientific Inc6.49% of assets$49.25M invested
- 10. Alphabet Inc5.79% of assets$43.93M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Constellation Software Inc/Canada2.38% of assets$18.04M invested
- 2. Old Dominion Freight Line Inc2.55% of assets$19.38M invested
- 3. Berkshire Hathaway Inc4.8% of assets$36.44M invested
- 4. Vulcan Materials Co4.42% of assets$33.51M invested
- 5. MercadoLibre Inc0.98% of assets$7.45M invested
- 6. Bio-Techne Corp2.33% of assets$17.64M invested
- 7. IDEXX Laboratories Inc1.78% of assets$13.53M invested
- 8. Global Payments Inc3.32% of assets$25.16M invested
- 9. CoStar Group Inc4.08% of assets$30.93M invested
- 10. Analog Devices Inc4.02% of assets$30.51M invested
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