Multi Cap Equity Fund - Weitz Funds
Shareclass
Multi Cap Equity Fund Multi Cap Equity Fund - Investor Class (WPVLX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Multi Cap Equity Fund - Weitz Funds
FUND COVERAGE
# of holdings27
% of assets93%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
24 / 40
Gender Equality: Equal Compensation and Work Life Balance
6 / 30
Gender Equality: Policies Promoting Gender Equality
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Mastercard Inc4.73%$25.69M
- 2. Accenture PLC2.72%$14.76M
- 3. IDEX Corp2.62%$14.24M
- 4. Equifax Inc2.2%$11.93M
- 5. Meta Platforms Inc4.25%$23.1M
- 6. Visa Inc5.07%$27.53M
- 7. Alphabet Inc7.08%$38.44M
- 8. Gartner Inc1.11%$6.05M
- 9. Texas Instruments Inc2.56%$13.88M
- 10. Sirius XM Holdings Inc2.65%$14.4M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Liberty Broadband Corp3.13%$17.01M
- 2. Liberty Broadband Corp0.89%$4.83M
- 3. HEICO Corp7.43%$40.36M
- 4. Old Dominion Freight Line Inc1.88%$10.19M
- 5. Berkshire Hathaway Inc8.33%$45.24M
- 6. LKQ Corp2.4%$13.05M
- 7. Martin Marietta Materials Inc3.58%$19.43M
- 8. Vulcan Materials Co3.68%$19.97M
- 9. Altus Group Ltd/Canada1.71%$9.3M
- 10. ACI Worldwide Inc3.17%$17.21M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Multi Cap Equity Fund - Weitz Funds
Totals
Holdings
Assets
Weight
Prisons
3.0
$95.61M
18%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
3.0
$65.13M
12%
Borders high risk
0.0
$0
0%
Total
4.0
$110.37M
20%
Holdings — 4 flagged holdings
1.
Berkshire Hathaway Inc
$45.24M
8.33%
2.
Alphabet Inc
:$38.44M
7.08%
3.
Accenture PLC
:$14.76M
2.72%
4.
Equifax Inc
:$11.93M
2.2%
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.
Multi Cap Equity Fund - Weitz Funds WPVLX
Environment
Social
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