Weitz Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-4.414.757.58-4.0418.25
    Category Average0.933.6014.00-2.1712.23
    Assets for Each Yr*4.453.993.923.213.53
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 18.25 7.24 4.46

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,531 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.7 45.89 1.15 Average
    International Stock -- -- -- --
    Municipal Bond 1.0 0.90 0.89 Average
    Taxable Bond 3.0 26.60 0.45 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Fund Name Expense Ratio Analyst Report  
    Weitz Partners III Opportuni 1.56 --
    Weitz Hickory 1.27 --
    Weitz Partners Value Investo 1.27 --
    Weitz Value Investor 1.23 --
    Weitz Nebraska Tax-Free Inco 0.89 --

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Weitz Partners Value Wallace R. Weitz 24.70
    Weitz Balanced Fund Bradley P. Hinton 16.00
    Weitz Ultra Short Go Thomas D. Carney 15.40
    Weitz Partners III O Wallace R. Weitz 13.70
    Weitz Value Investor Bradley P. Hinton 13.10

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Weitz Core Plus Inco Nolan P. Anderson 5.10
    Weitz Hickory Wallace R. Weitz 12.20
    Weitz Nebraska Tax-F Thomas D. Carney 12.70
    Weitz Short Duration Thomas D. Carney 12.90
    Weitz Value Investor Bradley P. Hinton 13.10