4 / 5 Stars
4 4 4 3 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#61 in Moderate Allocation
U.S. News evaluated 278 Moderate Allocation 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 16.76 percent over the past year, 10.44 percent over the past three years, and 6.77 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||9.1%|
|3 Years (Annualized)||10.4%|
|5 Years (Annualized)||6.8%|
|10 Years (Annualized)||N/A|
The investment seeks regular current income, capital preservation and long-term capital appreciation. The fund normally invests 50%-75% of assets in common stocks and a variety of securities convertible into common stock such as rights, warrants and convertible preferred stock. It may invest in the equity securities of issuers of all sizes. The fund generally invests at least 25% of its total assets in investment-grade fixed income securities and may also invest up to 20% of its total assets in fixed income securities which are non-investment grade or unrated. It is non-diversified.
Fees are Above Average compared to funds in the same category.
Weitz Balanced Fund has an expense ratio of 1.12 percent.
Risk is Average compared to funds in the same category according to Morningstar.