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WPVIX Weitz Partners Value Institutional

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Fund WPVIX Weitz Partners Value Institutional POMIX T. Rowe Price Total Equity Market Idx SLADX Selected American Shares D  
100% 90% 85%
Annual Fees
(0.99% Exp. Ratio)
(0.30% Exp. Ratio)
(0.61% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$39,389.66 $48,513.78 $44,186.65
Est. savings over 30 yrs +$9,124.13 +$4,797.00
As of 9/30/16
1 YR RETURN 4.10%
3 YR 3.45%
5 YR 12.14%
10 YR 5.39%
1 YR RETURN 15.05%
3 YR 10.28%
5 YR 16.28%
10 YR 7.35%
1 YR RETURN 14.36%
3 YR 9.14%
5 YR 14.63%
10 YR 5.79%
The investment seeks capital appreciation. The fund's investment strategy (which the managers call "value investing") is based on the fund's belief that stock prices fluctuate around the true value of a company. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. The fund may invest in securities issued by non-U.S. companies, which securities may be denominated in U.S. dollars or foreign currencies. As part of the fund's strategy, the fund may concentrate its investments in securities of relatively few issuers.
The investment seeks to match the performance of the entire U.S. stock market. Under normal conditions, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in stocks that are held in its benchmark index. The fund seeks to match the performance of the entire U.S. stock market. The fund uses the S&P Total Market Index (S&P Index) as its benchmark index to represent the U.S. stock market as a whole.
The investment seeks to achieve both capital growth and income; in the current market environment, income is expected to be low. The fund invests at least 80% of its net assets, plus any borrowing for investment purposes, in securities issued by American companies. It invests principally in common stocks (including indirect holdings of common stock through depositary receipts) issued by large companies with market capitalizations of at least $10 billion.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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