By continuing, you agree to the Terms of Service.
This website uses cookies to enhance your browsing experience. Learn More.
Essential Cookies
Optional Cookies
Login
Logo for Fund Value Fund - Investor Class

Value Fund - Investor Class (WVALX)

NASDAQ Currency unavailable
Price unavailable
Assets Under Management
Expense Ratio
Forward Dividend Yield
52 Week Range

WVALX Price Chart

Explore Value Fund - Investor Class interactive price chart. Choose custom timeframes to analyze WVALX price movements and trends.

WVALX Fund Profile

Key details and information about Value Fund - Investor Class (WVALX).

Sector Focus

Financial Services

Industry

Asset Management

Inception Date

9 May 1986

Country

US

Description

This fund primarily allocates the majority of its capital to equity securities issued by large-capitalization companies. The Adviser considers "large companies" to be those with market values that are at least equivalent to the median firm within the Russell 1000 Index. Additionally, the fund maintains the flexibility to invest in securities from international companies, regardless of whether these holdings are priced in U.S. dollars or other foreign currencies.

WVALX Fund Performance

View WVALX with an interactive analytics dashboard featuring price and candlestick charts, key metrics, holdings breakdowns, and dividend yield history. Open the template in Insights to customize and save it.

Explore Related Funds

Discover other funds. Select a symbol to access its full profile.

Discover More
Command Palette
Search for a command to run