Large Cap Equity FundWVALX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$624.8M
Expense ratio
1.03%
1-year return
-8.9%
3 years, a year
+6.4%
5 years, a year
+3.1%
Holdings
31
What it aims to do.
The investment objective of the Fund is capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| DHR Danaher Corporation | 8.19% |
| TMO Thermo Fisher Scientific Incorporated | 6.00% |
| GOOG Alphabet Inc. | 5.81% |
| MSFT Microsoft Corporation | 5.63% |
| V Visa Inc. | 5.56% |
| AMZN Amazon.Com, Inc. | 5.08% |
| BRK-B Berkshire Hathaway Inc. | 4.99% |
| MA Mastercard Incorporated | 4.96% |
| VMC Vulcan Materials Company | 4.79% |
| ADI Analog Devices, Inc. | 4.76% |
More on WVALX.
- WVALX overview
- WVALX holdings
- WVALX risk
- WVALX costs
- WVALX money in and out
- WVALX share classes
- Compare WVALX 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.