| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
---
|
U.S. News evaluated 145 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 19.14 percent over the past year, 14.40 percent over the past three years, and 12.56 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.9% |
| 1 Year | 19.1% |
| 3 Years (Annualized) | 14.4% |
| 5 Years (Annualized) | 12.6% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. It looks to identify the securities of growing, well-managed businesses of any size which have honest, competent management. 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 Partners III Opportunity Fund has an expense ratio of 1.44 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
