4 / 5 Stars
4 2 5 3 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#42 in Mid-Cap Blend
U.S. News evaluated 140 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 17.79 percent over the past year, 14.10 percent over the past three years, 24.03 percent over the past five years, and 7.54 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.7%|
|3 Years (Annualized)||14.1%|
|5 Years (Annualized)||24.0%|
|10 Years (Annualized)||7.5%|
The investment seeks capital appreciation. The fund invests the majority of its assets in the common stock of smaller and medium sized companies with a market capitalization of less than $10 billion at the time of initial purchase. It seeks to identify the securities of growing, well-managed businesses which have honest, competent management. The fund tries to buy shares of the company's stock at a significant discount to this "private market value." 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 are High compared to funds in the same category.
Weitz Series Fund Hickory Portfolio has an expense ratio of 1.26 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.