Weitz Research Fund

Class Other (WRESX)
4 / 5 Stars
4 2 5 5 1
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
A+ (Buy)

#13 in Mid-Cap Growth

U.S. News evaluated 223 Mid-Cap Growth 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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The fund has returned 28.82 percent over the past year, and 13.77 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date -0.5%
1 Year 28.8%
3 Years (Annualized) 13.8%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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The investment seeks capital appreciation. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. It identifies 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 are Low compared to funds in the same category.
Weitz Research Fund has an expense ratio of 0.90 percent.

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

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