Weitz Partners Value Fund

Class No Load (WPVLX)
Scorecard
4 / 5 Stars
Lipper
4 4 5 3 5
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A (Buy)

#69 in Large Blend

U.S. News evaluated 492 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 19.64 percent over the past year, 14.62 percent over the past three years, 23.07 percent over the past five years, and 7.21 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 2.2%
1 Year 19.6%
3 Years (Annualized) 14.6%
5 Years (Annualized) 23.1%
10 Years (Annualized) 7.2%

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Summary

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

Fees are Above Average compared to funds in the same category.
Weitz Partners Value Fund has an expense ratio of 1.19 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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