Weitz Mutual Funds
Weitz Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
1 to 4 of 4 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
|
---|---|---|---|---|---|---|---|---|---|---|
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 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