Weitz Fund Family Report
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  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return4.87-4.414.757.580.31
    Category Average5.96-0.054.8412.720.04
    Assets for Each Yr*5.524.453.993.923.80
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family 0.31 1.62 4.66

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,798 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.8 44.46 1.14 Average
    International Stock -- -- -- --
    Municipal Bond 1.0 1.54 0.79 Average
    Taxable Bond 3.9 33.57 0.57 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-20-18

      Sector YTD Return % % Net Assets  
    Berkshire Hathaway Inc B* Financial Services 0.96 5.03
    Liberty Broadband Corp C* Communication Services -2.69 4.13
    Laboratory Corp of America Holdi* Healthcare 3.55 2.74
    Allergan PLC* Healthcare -2.66 2.41
    Alphabet Inc C* Technology 2.54 2.25
    Visa Inc Class A* Financial Services 9.11 2.02
    Liberty SiriusXM Group C* Consumer Cyclical 4.54 1.55
    Redwood Trust Inc* RealEstate 5.74 1.52
    QVC Group Class A* Consumer Cyclical 3.32 1.41
    Twenty-First Century Fox Inc Cla* Consumer Cyclical 6.75 1.28
    Oracle Corp* Technology -1.42 1.25
    Colfax Corp* Industrials -17.95 1.24
    Texas Instruments Inc* Technology -3.70 1.19
    Liberty Ventures Group A* Communication Services -5.11 0.99
    Aon PLC* Financial Services 7.76 0.96
    DXC Technology Co* Technology 9.26 0.96
    Allison Transmission Holdings In* Consumer Cyclical -3.53 0.73
    Wells Fargo & Co* Financial Services -12.72 0.73
    Praxair Inc* Basic Materials -2.05 0.72
    Liberty Broadband Corp A* Communication Services -3.05 0.69

    Best 5-Year Relative Performance | More
    04-20-18

    Worst 5-Year Relative Performance | More
    04-20-18

    Lowest Expenses | More
    04-20-18

    Highest Expenses | More
    04-20-18

    Longest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Weitz Partners Value Wallace R. Weitz 23.30
    Weitz Balanced Bradley P. Hinton 14.60
    Weitz Ultra Short Go Thomas D. Carney 14.00
    Weitz Partners III O Wallace R. Weitz 12.30
    Weitz Short Duration Thomas D. Carney 11.50

    Shortest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Weitz Core Plus Inco Nolan P. Anderson 3.70
    Weitz Value Investor Bradley P. Hinton 9.00
    Weitz Hickory Wallace R. Weitz 10.80
    Weitz Nebraska Tax-F Thomas D. Carney 11.30
    Weitz Short Duration Thomas D. Carney 11.50