Weitz Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return4.87-4.414.757.58--
    Category Average5.96-0.054.8412.721.59
    Assets for Each Yr*5.524.453.993.923.92
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 7.58 2.51 6.23

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,921 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.8 44.68 1.14 Average
    International Stock -- -- -- --
    Municipal Bond 1.0 1.52 0.79 Average
    Taxable Bond 3.9 33.82 0.57 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-18

      Sector YTD Return % % Net Assets  
    Liberty Broadband Corp C* Communication Services 8.81 4.41
    Berkshire Hathaway Inc B* Financial Services 7.55 4.37
    Laboratory Corp of America Holdi* Healthcare 8.53 2.70
    Allergan PLC* Healthcare 9.82 2.67
    QVC Group Class A* Consumer Cyclical 9.62 2.04
    Alphabet Inc C* Technology 7.97 2.01
    Visa Inc Class A* Financial Services 7.97 1.70
    Redwood Trust Inc* RealEstate -0.27 1.67
    Liberty SiriusXM Group C* Consumer Cyclical 2.57 1.66
    Colfax Corp* Industrials 4.16 1.53
    Oracle Corp* Technology 6.64 1.31
    Twenty-First Century Fox Inc Cla* Consumer Cyclical 4.78 1.23
    Aon PLC* Financial Services 0.81 1.10
    Wells Fargo & Co* Financial Services 5.41 1.06
    Liberty Ventures Group A* Technology 8.57 0.97
    Texas Instruments Inc* Technology 11.46 0.94
    Wesco Aircraft Holdings Inc* Industrials -0.68 0.75
    Liberty Broadband Corp A* Communication Services 8.30 0.71
    Discovery Communications Inc C* Consumer Cyclical 14.45 0.71
    Praxair Inc* Basic Materials 4.41 0.62

    Best 5-Year Relative Performance | More
    01-18-18

    Worst 5-Year Relative Performance | More
    01-18-18

    Lowest Expenses | More
    01-18-18

    Highest Expenses | More
    01-18-18

    Longest Manager Tenure | More
    01-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Weitz Partners Value Wallace R. Weitz 23.10
    Weitz Balanced Bradley P. Hinton 14.30
    Weitz Ultra Short Go Thomas D. Carney 13.80
    Weitz Partners III O Wallace R. Weitz 12.10
    Weitz Short Duration Thomas D. Carney 11.20

    Shortest Manager Tenure | More
    01-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Weitz Core Plus Inco Nolan P. Anderson 3.50
    Weitz Value Investor Bradley P. Hinton 8.80
    Weitz Hickory Wallace R. Weitz 10.60
    Weitz Nebraska Tax-F Thomas D. Carney 11.10
    Weitz Short Duration Thomas D. Carney 11.20