4 / 5 Stars
4 4 5 2 5
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#29 in Large Blend
U.S. News evaluated 496 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 27.55 percent over the past year, 17.82 percent over the past three years, 7.02 percent over the past five years, and 6.23 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||18.8%|
|3 Years (Annualized)||17.8%|
|5 Years (Annualized)||7.0%|
|10 Years (Annualized)||6.2%|
The investment seeks capital appreciation. The fund invests the majority of its assets in common stock of larger companies. It considers larger-cap companies to be issuers with a market capitalization equal to or greater than the median capitalization of companies in the Russell 1000 Index at the time of purchase. If there is cash available for investment and no securities that meet the fund's investment criteria, the fund may invest without limitation in high-quality cash and cash equivalents such as U.S. government securities or government money market fund shares. It is non-diversified.
Fees are High compared to funds in the same category.
Weitz Series Fund Value Portfolio Fund has an expense ratio of 1.20 percent.
Risk is Average compared to funds in the same category according to Morningstar.