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Lipper
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Zacks Investment Research
5
(Strong Sell)
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 219 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 22.38 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 21.2% |
| 1 Year | 22.4% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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 Below Average compared to funds in the same category.
Weitz Research Fund has an expense ratio of 0.90 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
