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)

Fund Fees

Updated 09.30.2013

Maximum Sales Fees %
Initial
Deferred

Updated 09.30.2013

Maximum Fees %
Administrative
Management 0.8
Redemption

Updated 09.30.2013

Actual Fees %
12b-1
Management 0.8
Net Expense Ratio: Annual Report 1.12
Net Expense Ratio: Prospectus 1.13

Updated 03.05.2014

Total Cost Projections
3-Year $359.00
5-Year $622.00
10-Year $1,375.00

Purchase Information

Updated 08.01.2013

Minimum Investments
Initial $2,500.00
Additional $25.00
Initial IRA
Additional IRA
Initial AIP $2,500.00
Additional AIP $25.00