Multi Cap Equity FundWPVIX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$476.2M
Expense ratio
0.87%
1-year return
-6.1%
3 years, a year
+8.2%
5 years, a year
+3.1%
Holdings
33
What it aims to do.
The investment objective of the Fund is capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| BRK-B Berkshire Hathaway Inc. | 9.06% |
| GOOG Alphabet Inc. | 7.38% |
| HEI-A Heico Corporation | 7.09% |
| V Visa Inc. | 4.98% |
| MA Mastercard Incorporated | 4.72% |
| LH Labcorp Holdings Inc. | 4.59% |
| AON Aon Public Limited Company | 4.58% |
| META Meta Platforms, Inc. | 4.21% |
| VMC Vulcan Materials Company | 4.00% |
| DHR Danaher Corporation | 3.98% |
More on WPVIX.
- WPVIX overview
- WPVIX holdings
- WPVIX risk
- WPVIX costs
- WPVIX money in and out
- WPVIX share classes
- Compare WPVIX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.