Weitz Value Fund

Class No Load (WVALX)
Scorecard
3 / 5 Stars
Lipper
4 3 5 2 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A+ (Buy)

#30 in Large Blend

U.S. News evaluated 481 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 17.80 percent over the past year, 16.10 percent over the past three years, 19.22 percent over the past five years, and 5.95 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.4%
1 Year 17.8%
3 Years (Annualized) 16.1%
5 Years (Annualized) 19.2%
10 Years (Annualized) 6.0%

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Summary

The investment seeks capital appreciation. The fund invests the majority of its assets in common stock of larger companies. The fund managers consider 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

Fees are Above Average compared to funds in the same category.
Weitz Value Fund has an expense ratio of 1.18 percent.

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Risk

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

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