Weitz Series Fund Hickory Portfolio

Class No Load (WEHIX)
Scorecard
3 / 5 Stars
Lipper
3 2 5 3 5
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B+ (Buy)

#49 in Mid-Cap Blend

U.S. News evaluated 138 Mid-Cap 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 20.77 percent over the past year, 13.09 percent over the past three years, 26.03 percent over the past five years, and 7.73 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date -0.9%
1 Year 20.8%
3 Years (Annualized) 13.1%
5 Years (Annualized) 26.0%
10 Years (Annualized) 7.7%

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Summary

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

Fees are Low compared to funds in the same category.
Weitz Series Fund Hickory Portfolio has an expense ratio of 1.26 percent.

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Risk

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

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