4 / 5 Stars
4 4 5 3 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#36 in Mid-Cap Blend
U.S. News evaluated 137 Mid-Cap 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 18.12 percent over the past year, 13.88 percent over the past three years, and 24.40 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||1.2%|
|3 Years (Annualized)||13.9%|
|5 Years (Annualized)||24.4%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. It invests in long positions in stocks and other securities, when the managers anticipate that the value of such securities will increase. The fund also invests in short positions in stocks and other securities, including short sales of exchange traded funds, when the managers anticipate a decline in the value of such securities. 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 Low compared to funds in the same category.
Weitz Partners III Opportunity Fund has an expense ratio of 1.27 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.