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Morningstar

Weitz

Weitz Parent Rating

Average
Morningstar Manager Research

Weitz's track record as a steward is mixed, leading to an Average Parent Pillar rating.

Weitz's longest-tenured portfolio management is worth mentioning, which boasts 23 years of average tenure. In general, seasoned teams tend to have more experience in both up and down markets. Turnover among Weitz's portfolio management ranks has been low compared to other firms in the past five years. This stability on the personnel front boosts confidence in its staying power.

Weitz Investments

Mutual Funds

See All Weitz Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

5.11 Bil

Investment Flows (TTM)

1.12 Bil

Asset Growth Rate (TTM)

31.40%

# of Share Classes

14
Morningstar Rating # of Share Classes
4
2
1
5
2
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Weitz Core Plus Income Institutional2
Weitz Conservative Allocation-Instl Cl10
Weitz Core Plus Income Investor2
Weitz Conservative Allocation-Inv Cl11
Weitz Short Duration Income Instl13
View All 5-Star Standouts

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

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    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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