Morningstar

Weitz Ultra Short Government Instl SAFEX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Weitz Investment Hub

Morningstar’s Analysis SAFEX

Will SAFEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SAFEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SAFEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SAFEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An incline in its Process Pillar rating is the primary driver of Weitz Ultra Short Government Instl's upgrade to a Morningstar Medalist Rating of Bronze from Neutral.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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