Weitz Multi Cap Equity Fund
Shareclass
Weitz Multi Cap Equity-Institutional Cl (WPVIX)
Type
Open-end mutual fund
Manager
Gender equality score
46
/ 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: 1,429 out of 1,447 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
15/20
Commitment, transparency, and accountability
0/10
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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.
Weitz Multi Cap Equity Fund WPVIX
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 Inc Class A4.84% of assets$27.41M invested
- 2. Accenture PLC Class A1.1% of assets$6.24M invested
- 3. Equifax Inc2.37% of assets$13.4M invested
- 4. Meta Platforms Inc Class A4.07% of assets$23.05M invested
- 5. Visa Inc Class A5.73% of assets$32.42M invested
- 6. Comcast Corp Class A2.28% of assets$12.92M invested
- 7. Alphabet Inc Class C4.14% of assets$23.43M invested
- 8. Texas Instruments Inc2.7% of assets$15.27M invested
- 9. IDEX Corp2.56% of assets$14.48M invested
- 10. Gartner Inc1.78% of assets$10.07M 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. Liberty Broadband Corp Registered Shs Series -C-3% of assets$17.01M invested
- 2. Liberty Broadband Corp Registered Shs Series -A-1.5% of assets$8.5M invested
- 3. Heico Corp Class A5.96% of assets$33.76M invested
- 4. Old Dominion Freight Line Inc Ordinary Shares1.9% of assets$10.75M invested
- 5. Berkshire Hathaway Inc Class B8.47% of assets$47.93M invested
- 6. Charter Communications Inc Class A1.63% of assets$9.21M invested
- 7. Martin Marietta Materials Inc2.64% of assets$14.92M invested
- 8. Vulcan Materials Co2.88% of assets$16.33M invested
- 9. LKQ Corp3.38% of assets$19.14M invested
- 10. ACI Worldwide Inc3.38% of assets$19.15M invested
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Financial performance
Performance data provided by
Find more financial data on WPVIX at Morningstar.com
Find more financial data on WPVIX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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