Weitz Balanced Fund

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

#85 in Moderate Allocation

U.S. News evaluated 247 Moderate Allocation 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 12.11 percent over the past year, 8.66 percent over the past three years, 16.15 percent over the past five years, and 5.76 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.1%
1 Year 12.1%
3 Years (Annualized) 8.7%
5 Years (Annualized) 16.2%
10 Years (Annualized) 5.8%

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Summary

The investment seeks regular current income, capital preservation and long-term capital appreciation. The fund invests primarily in a portfolio of equity and fixed income securities. It normally invests at least 25% of its total assets in common stocks and a variety of securities convertible into common stock such as rights, warrants and convertible preferred stock. The fund will invest at least 25% of its total assets in investment-grade fixed income securities such as U.S. government securities, corporate debt securities, other mortgage-backed securities, preferred stock and taxable municipal bonds. It is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Weitz Balanced Fund has an expense ratio of 1.12 percent.

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Risk

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

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