4 / 5 Stars
4 4 5 3 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#21 in Large Blend
U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 25.41 percent over the past year, 14.82 percent over the past three years, 25.07 percent over the past five years, and 7.23 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.5%|
|3 Years (Annualized)||14.8%|
|5 Years (Annualized)||25.1%|
|10 Years (Annualized)||7.2%|
The investment seeks capital appreciation. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. It tries to buy shares of the company's stock at a significant discount to what the adviser deems as its "private market value." The fund invests with a three-five year time horizon. It may invest without limitation in high-quality cash and cash equivalents such as U.S. government securities or government money market fund shares. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
Weitz Partners Value Fund has an expense ratio of 1.19 percent.
Risk is Average compared to funds in the same category according to Morningstar.