Weitz Research Fund

Class Other (WRESX)
Scorecard
4 / 5 Stars
Lipper
3 2 5 5 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A (Buy)

#26 in Mid-Cap Growth

U.S. News evaluated 221 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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Performance

The fund has returned 21.29 percent over the past year, and 13.42 percent over the past three years.

Trailing Returns Updated 03.31.2014
Year to date -1.1%
1 Year 21.3%
3 Years (Annualized) 13.4%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

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

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

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

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Mid-Cap Growths

Highest Returns (10-year)

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