4 / 5 Stars
4 3 5 5 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#5 in Mid-Cap Growth
U.S. News evaluated 222 Mid-Cap Growth 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 27.74 percent over the past year, and 13.93 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.4%|
|3 Years (Annualized)||13.9%|
|5 Years (Annualized)||N/A|
|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 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 Below Average compared to funds in the same category.
Weitz Research Fund has an expense ratio of 0.90 percent.
Risk is Low compared to funds in the same category according to Morningstar.