Weitz Mutual Funds
Weitz Funds List
1 to 14 of 14 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
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---|---|---|---|---|---|---|---|---|---|---|
Weitz Conservative Allocation-Instl Cl | WBAIX | Moderately Conservative Allocation | 7.80% | 86 | 0.700% | Average | Institutional | $1.0 Mil | ||
Weitz Conservative Allocation-Inv Cl | WBALX | Moderately Conservative Allocation | 7.66% | 91 | 0.850% | Above Average | No Load | $2,500 | ||
Weitz Core Plus Income Institutional | WCPBX | Intermediate Core-Plus Bond | — | 5.55% | 23 | 0.450% | Below Average | Institutional | $1.0 Mil | |
Weitz Core Plus Income Investor | WCPNX | Intermediate Core-Plus Bond | — | 5.45% | 29 | 0.650% | Above Average | No Load | $2,500 | |
Weitz Short Duration Income Instl | WEFIX | Short-Term Bond | — | 5.11% | 38 | 0.450% | Average | Institutional | $1.0 Mil | |
Weitz Short Duration Income Investor | WSHNX | Short-Term Bond | — | 5.02% | 43 | 0.650% | Above Average | No Load | $2,500 | |
Weitz Nebraska Tax Free Income | WNTFX | Muni Single State Short | — | 2.00% | 75 | 0.460% | Above Average | Institutional | $2,500 | |
Weitz Partners III Opportunity Instl | WPOPX | Long-Short Equity | 13.14% | 30 | 1.130% | Below Average | Institutional | $1.0 Mil | ||
Weitz Large Cap Equity-Institutional Cl | WVAIX | Large Blend | 12.09% | 94 | 0.870% | Above Average | Institutional | $1.0 Mil | ||
Weitz Large Cap Equity-Investor Cl | WVALX | Large Blend | 11.94% | 94 | 1.030% | Above Average | No Load | $2,500 | ||
Weitz Partners III Opportunity Investor | WPOIX | Long-Short Equity | 12.52% | 35 | 1.860% | Above Average | No Load | $2,500 | ||
Weitz Ultra Short Government Instl | SAFEX | Ultrashort Bond | 3.78% | 96 | 0.330% | Average | Institutional | $1.0 Mil | ||
Weitz Multi Cap Equity-Institutional Cl | WPVIX | Large Blend | 15.17% | 82 | 0.870% | Above Average | Institutional | $1.0 Mil | ||
Weitz Multi Cap Equity-Investor Cl | WPVLX | Large Blend | 15.01% | 82 | 1.070% | High | No Load | $2,500 |
Weitz Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank