Multi Cap Equity FundWPVLX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$476.2M
Expense ratio
1.06%
1-year return
-6.2%
3 years, a year
+8.0%
5 years, a year
+2.9%
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 WPVLX.
- WPVLX overview
- WPVLX holdings
- WPVLX risk
- WPVLX costs
- WPVLX money in and out
- WPVLX share classes
- Compare WPVLX 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.