Weitz Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-17

    Total ReturnCategory Average
    Total Return19.774.87-4.414.756.40
    Category Average17.525.96-0.054.8410.39
    Assets for Each Yr*5.655.524.453.994.00
    *billions

    Trailing Returns %
    10-31-17

      YTD 3 Year 5 Year    
    Fund Family 6.40 2.68 6.41

    Key Stats
    10-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,995 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.8 44.28 1.14 Average
    International Stock -- -- -- --
    Municipal Bond 1.0 1.53 0.79 Average
    Taxable Bond 4.9 34.10 0.57 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-17-17

      Sector YTD Return % % Net Assets  
    Liberty Broadband Corp C* Communication Services 22.98 4.41
    Berkshire Hathaway Inc B* Financial Services 11.09 4.37
    Laboratory Corp of America Holdi* Healthcare 17.12 2.70
    Allergan PLC* Healthcare -15.39 2.67
    Mastercard Inc A* Financial Services 45.18 2.08
    QVC Group Class A* Consumer Cyclical 24.42 2.04
    Alphabet Inc C* Technology 32.04 2.01
    Visa Inc Class A* Financial Services 41.64 1.70
    Redwood Trust Inc* RealEstate 3.09 1.67
    Liberty SiriusXM Group C* Consumer Cyclical 21.52 1.66
    Colfax Corp* Industrials -1.09 1.53
    Oracle Corp* Technology 29.15 1.31
    Twenty-First Century Fox Inc Cla* Consumer Cyclical 12.38 1.23
    Aon PLC* Financial Services 27.85 1.10
    Wells Fargo & Co* Financial Services 1.05 1.06
    Liberty Ventures Group A* Technology 56.50 0.97
    Texas Instruments Inc* Technology 36.85 0.94
    Wesco Aircraft Holdings Inc* Industrials -45.82 0.75
    Liberty Broadband Corp A* Communication Services 23.60 0.71
    Discovery Communications Inc C* Consumer Cyclical -38.54 0.71

    Best 5-Year Relative Performance | More
    11-17-17

    Worst 5-Year Relative Performance | More
    11-17-17

    Lowest Expenses | More
    11-17-17

    Highest Expenses | More
    11-17-17

    Longest Manager Tenure | More
    11-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Weitz Partners Value Wallace R. Weitz 22.90
    Weitz Balanced Bradley P. Hinton 14.10
    Weitz Ultra Short Go Thomas D. Carney 13.60
    Weitz Partners III O Wallace R. Weitz 11.90
    Weitz Short Duration Thomas D. Carney 11.00

    Shortest Manager Tenure | More
    11-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Weitz Core Plus Inco Nolan P. Anderson 3.30
    Weitz Value Investor Bradley P. Hinton 8.60
    Weitz Hickory Wallace R. Weitz 10.40
    Weitz Nebraska Tax-F Thomas D. Carney 10.90
    Weitz Short Duration Thomas D. Carney 11.00